Time to Review Your Value Proposition
Current Industry events have caused a lot of commentary around the value a client receives from the advice of their financial planner. Fee for service and the services provided are a hot topic.
We in the Industry refer to what we provide our clients as our promise to clients – or our Client Value Proposition (CVP). It expresses how you are different and shows clients why they should work with you.
Your CVP should be a collection of attributes, benefits and reasons along with a pricing structure that customers perceive as value. Your CVP is therefore all about the client experience and expectation of the practice. It demands a degree of systemisation and process efficiency to deliver that promise…consistently!
Building your CVP can be a very difficult task for a business, given its abstract nature and the fact that it is often difficult to put into words exactly what it is you do for clients and what benefits they get from it.
It should be outcome based and focuses all attention on client outcomes not on your practice’s process, method or style of organisation.
I find that most business owners benefit from engaging with us around their value proposition. It is very difficult to create this in isolation – seek help.
Now is the time to ensure you have the support to ensure your practice can demonstrate value to your clients.
If you feel you could benefit from a licensee that understands the current challenges advisers face why not book a chat with one of our Directors?
Our Directors, Paul Kelly, Dennis Bashford and Manoj Pillai have a total of more than 80 years of Industry experience.
We have never witnessed a time where financial planners and their businesses face many uncertainties that directly impact on their professional and personal lives.
Now is the time to ensure you have the right Licensee partner.
To speak to one of us please call our office on 07 3018 0400 or email firstname.lastname@example.org
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