Communicating your value: differentiating your brand for client acquisition and retention
Communicating your value: "When managing a practice, it's important to turn your competitive strengths into simplified messages that will help you retain existing clients and compel prospective clients to take action. "Communicating your value" will help provide insights into your value statement(s) and standard of care which will help you communicate to clients the experience they can expect and the value you deliver.
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Communicating your value: editable graphics
PPTX - 1 MBTo help you in communicating your value, leverage John Hancock’s 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, etc., 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.To help you in communicating your value, leverage John Hancock’s 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, etc., 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. -
Fillable funnel value proposition worksheet
PDF - 174 KBUse this fillable worksheet to crate your core story / standard of care.Use this fillable worksheet to crate your core story / standard of care. -
Communicating your value worksheet
PDF - 451 KBAs 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.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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