An ongoing debate among investment advisors and their clients centers on value: creating it, preserving it, and perpetuating it. Each faces a different challenge: Advisors are tasked with delivering worth to their clients, and clients need to understand what they can expect for the dollars they spend. Learn more about the pillars, or sources, of advisor-created value that can be quantified.
A leading financial services company intended to update its loan platform messaging to communicate new products and services that address key pain points identified in the loan process. They needed to differentiate themselves from the competition, and in order to do so, the insights team needed to understand the effectiveness of new positioning statements based on key metrics. By using an iterative research approach with qualitative and quantitative methods, they were able to gather insights to refine and optimize the consumer-preferred, go-to-market message that best fit their business model and desired equity.
Free White Paper Download: 3 Ways to Show Clients Your Value. Articulating the value of your advice is imperative to your success as an advisor. Understand how to establish:· A clear course of action—how to guide the value conversation· Trust—strengthen relationships and build your client base· Goals—ROI is more than a number· The power of personalization—a plan for every clientLearn how your value builds client relationships—and your practice. Download 3 Ways to Show Clients Your Value now.