Communicating your value to business owner clients and prospects
This module is designed to help you create compelling value statements (who you work with), define and simplify your core story in a compelling way that generates action (what you do), and demonstrate how to put process in your practice (how you do it).
PRESENTATION SLIDES
Communicating your value to business owner clients and prospects
Access the full presentation and speaker notes.
FLYER
The Value Acceleration Methodology
This investor-approved flyer provides a visual of the Value Acceleration Methodology to help you understand how this process works and identify the role of the financial professional during exit planning.
WORKSHEET
Communicating your value worksheet
As an advisor, you can offer clients a unique set of skills and experience. The challenge is to identify your points of differentiation and to clearly articulate your enhanced value to business owner clients and prospects. Leverage our worksheet to brainstorm your strengths and differentiators.
Video
Communicating your value to business owner clients and prospects
Lee Small, CPWA®, CEPA®, RIA sales manager at Manulife John Hancock Investments outlines strategies to help you create compelling value statement (who you work with), define and simplify your core story in a compelling way that generates action (what you do), and demonstrate how to put process in your practice (how you do it).
Financial professionals: contact us for more information
Ask a Manulife John Hancock Investments business consultant for a review of how our practice management resources can help you grow your business.
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