Is Communicating Your Value Missing the Mark?

Communicating your value for Fee-Only advisors is complicated by fee pressures, access to affluent clients and an ever-evolving service model. Advisors try to set themselves apart from others, but in many cases, the message misses the mark. Your prospective clients may be turned off if the message is not relatable. The problem is advisors tend to articulate their value from their point of view, not the client’s.

Learning Objectives:
• Learn how to avoid the biggest mistakes Fee-Only advisors make in their branding
• Discover how to communicate what makes you distinct from other advisors - without the industry jargon
• Understand how to speak from your client's point of view, not your own, to foster deeper client engagement