You Are Your Value Proposition
“What makes you different and better than my current financial advisor?” It’s a legitimate question many investors ask and one that most advisors dread hearing.
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“What makes you different and better than my current financial advisor?” It’s a legitimate question many investors ask and one that most advisors dread hearing.
Visit the website of just about any financial advisor and you’ll probably encounter wording that tries to explain why that advisor and firm are “different”
If crafting a dynamic value proposition was easy, every financial advisory team would have a great one. Unfortunately, only a small percentage of advisory teams
Many financial advisory teams find the task of creating a value proposition to be a paradoxical challenge. On one hand, nearly all teams recognize the