If you can’t articulate the value you provide clients, why should anyone else be able to?
“Stop winging” your value statement and instead craft a compelling sentence that summarizes your true value, says Chris Kirby, a senior business consultant for Securities America. Then practice and rehearse delivery of your “elevator speech.”
Once advisors clearly define the true value of their service, they should incorporate that statement seamlessly into their daily lives, building a consistent “brand” for themselves and their businesses, Kirby says.
“Include your value statement as part of each communication to your team, to current and potential clients and in your valued professional relationships,” he says. “This makes it easier for clients and professionals to describe the value you offer to others.”
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Compensation differences between wirehouses and regional firms become pronounced at the $2 million production level, with regionals rising to the top of the pay scale and wirehouses grouping together at the bottom.
April 17 -
A report from the industry tracking-firm DeVoe & Co. finds that 2026 is off to the strongest start for RIA acquisitions ever and broker-dealers like LPL are among the main purchasers.
April 16 -
While the megabank had previously announced an executive shakeup, it revealed that Pershing is part of a newly combined business line moving forward.
April 16 -
When it comes to compensation, firms really start to distinguish themselves at the $1 million production level. Janney has become one of the lower payers in recent years, while RBC and UBS have signaled a greater willingness to work with these advisors.
April 16 -
CEO Brian Moynihan said the firm recruited twice the number of advisors it did a year ago and is making progress fighting advisor attrition.
April 15 -
Behavioral finance expert Tim Maurer shares how planners can adjust their language and approach to help clients move toward their goals.
April 15






