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