Value Proposition: Positioning Your Practice in a Competitive Landscape


What can a Value Proposition do for you?

Set yourself apart. Drive client satisfaction.

Demonstrating that you provide value is particularly critical in today’s increasingly commoditized landscape. An advisory relationship is based on the consultative services you provide to your clients. Delivering a strong message about your value not only helps you justify your fee, but it can also give your clients compelling reasons to do business with you, rather than your competition. Every day you do many things for your clients — including many things about which they might not even be aware. Your value proposition results in a greater appreciation of your services and helps you differentiate your practice.

Your Value Proposition: Positioning Your Practice in a Competitive Landscape provides guidelines to help you craft an effective value proposition, including:

  • Ideas for describing who you are and what you do for your prospects and clients
  • Meaningful examples from advisors across the country
  • Tactical tools for communicating your processes using customizable graphics

For advisors with a High Net Worth/Ultra High Net Worth and/or private wealth practice, go to Your Value Proposition: Positioning Your Private Wealth Practice.

 


Your Value Proposition - Positioning Your Practice in a Competitive Landscape

Important insight on how emphasizing your value proposition can lead to more informed clients, a greater appreciation for the service you offer, and an increased share of assets from current and prospective clients.



Featured Resources

Brochure

Your Value Proposition - Positioning Your Practice in a Competitive Landscape

Important insight on how emphasizing your value proposition can lead to more informed clients, a greater appreciation for the service you offer, and an increased share of assets from current and prospective clients.

Presentation

Your Value Proposition: Customizable Graphics

Editable graphics to leverage when creating your value proposition.

  

DOL Fiduciary Rule

The DOL Fiduciary Rule may impact your practice and the way you interact with your clients. Leverage our tools and resources as you work through this change.


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