customer value proposition

Putting a value upon financial advice is a tough issue for advisers and consumers alike. There is a pretty basic concept as far as “Value” goes for any consumer purchase though which is not a…

How do clients choose a financial adviser to use when everyone looks about the same? Sure there are individual differences in the human beings, with the full range of beautiful people, and those who are…

I am a massive fan of using simple diagrams to explain technical ideas, but they are also a fabulous way of articulating concepts that people struggle to grasp. One of my favourites is a very…

A well crafted and well articulated Value Proposition is the key component in any good marketing strategy. Even though it is the most important part of the entire marketing message, it is not the first…

There are 9 things you have to nail in only about 9 seconds if you want your value proposition to be truly effective. Sound impossible? It’s tough to craft a great value proposition that hits…

You are ALWAYS competing to have the next prospective client choose you. In fact, even with existing clients who are still deciding on whether to follow the next piece of advise, there is a decision…

Just one question should be dominating practitioners minds at this stage of the year: How will this year be better? HOW is the critical word here. Advisers are usually great at setting goals and targets.…

Advisers often struggle to articulate their point of difference, yet they usually can easily express well thought out beliefs and philosophies about money and planning. So most advisers think carefully about such things and build…