PRESENTATION

Communicating your value: differentiating your brand for client acquisition and retention

This module is designed to educate financial professionals on how to turn your competitive strengths into simplified messages that will help you retain existing clients and compel prospective clients to take action. In addition to providing insight into your value statement(s) and standard of care, it offers a unique approach to developing process in your practice,  which helps create efficiency and communicates to clients the experience they can expect and the value you deliver. We also discuss how to amplify one's brand and how to confidently communicate fees in a transparent way that helps prospective clients connect the standard of care they can expect and the fees that you charge. 

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GRAPHICS

Communicating your value: editable graphics

To help you in communicating your value, leverage our editable graphics to create your core story/standard of care and the processes that are at the heart of your delivery of investment and wealth management services. You can change the words, the colors, or whatever you'd like, or you can use our samples as is. Then you can copy the visual into your own brand and get it approved by your compliance department before leveraging it in your brochure/pitchbook, website, and other forms of communication. 

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WORKSHEET

Fillable funnel value proposition worksheet

Use this fillable worksheet to create your core story/standard of care.

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WORKSHEET

Creating a sustainable practice

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 clients and prospects. We’re here to help.

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