Craft a Compelling Value Proposition in 6 Steps (Template ...

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1. “Your direct, succinct, and easy to understand value proposition statement should serve to clarify to your prospect what you do as an advisor and how your product or service is different from your competitors.” Those four questions will help you carve out an authentic, meaningful overview of who you serve, what you do, and how you’ve helped others, enough to get the conversation going if your prospect wants to learn more. Also key is that your value proposition statement work in sync with the values you ascribe to within your company, which I recommend you list on your website. The Value of Defining Your Firm Values Mitch Anthony, a respected thought leader in the advisor community, particularly around navigating discovery conversations with clients, is best known for having created “Financial Life Planning” (2001), “Return on Life” (2005), and most recently, “Life-Centered Planning” (2017). His other books include StorySelling for Financial Advisors, The New Retirementality, and Your Clients for Life. Mitch does a great job of outlining what he calls not a “return on investment,” but rather what he coins, “return on life,” through the values he recommends that a good financial planner provide and listed within this Kitces.com article, 6 Key Value Propositions A Good Financial Planner Can Provide For Clients Seeking A Better “Return On Life” Mitch goes on to describe in more detail each value point: Organization: We will help bring order to your financial life by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow). Accountability: We will help you follow through on financial commitments by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

   In Economic value propositions

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