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Keyword: Value proposition

13 results found
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Caroline Edwards of Putnam Investments says value serves a balancing function when economies are teetering between growth and contraction

client meeting

FCA says there's work to be done in terms of ensuring value and enhancing competition

Businessman standing in front of the panel with financial statistics

Here are six ways to demonstrate value to clients

female advisor with laptop

An FCA review has found fund managers' self-assessments are sadly lacking

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 November 9, 2019
  • 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

  • By: Brent Jolly
  • January 21, 2013 October 30, 2019
  • 15:45