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Businesswoman Calculating Expenses on Printed Receipts

Catering to all clients may seem like a good path to growth, but carving out a specialization can be a more effective approach

  • By: Leah Golob
  • January 29, 2018 August 14, 2018
  • 11:35
Convey your value in a compelling fashion

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses the keys for demonstrating your value to clients in a post CRM2 world. He highlights common pitfalls in communicating value and explains what you must avoid.

Four ways to demonstrate your value to clients

The most effective way to test your value proposition is to survey those who know it best

When your clients completely understand your services, your perceived value to them increases

Clearly define your purpose in order to differentiate yourself from the competition

Keep it short, clear and current

Say what sets you apart from other advisors

Developing your value proposition