Your Philosophy MIGHT be Your Point of Difference
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Your Philosophy MIGHT be Your Point of Difference

April 23, 2014

by Tony Vidler

How to engage clients in a review of financial advice

Reflecting on the year that was

A missed opportunity for many professionals is the lack of articulation of their well thought out beliefs and philosophies.

In plain english; they think carefully and build up a philosophy based upon their formal learning and real world experience that shapes their advice and work for clients, but then don’t tell the world what that philosophy, or belief system, is.

The differing philosophies in themselves become points of differentiation amongst professionals who have otherwise similar qualifications and standing.

Consumers will often be looking to work with advisers who share similar belief systems or philosophies, yet these are rarely promoted actively or even highlighted in a way that might make it relatively easy for consumers to discover what you as a professional think, or how you view the world.

In this quick video we talk about this a little further, and use one example of a professional discipline where more than half a dozen different philosophies on how best to create and manage wealth would make a difference to many potential clients.

It is worth thinking about what your own philosophy is, and how you might articulate that – it could well be the point of difference that makes consumers choose you over the competition.

watch the video to learn more…

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