You’ve all been there… the fight over price. You know you’re right for the client, you can add a lot of value, but you can see there is an immediate issue niggling away. You probe the client and they say something along the lines of, “Let’s cut to the chase, what do you charge as […]
OK, let’s start by stating that there’s no science behind the answer to this question, there’s no right or wrong answer. What I’m going to set out is my view of what an effective Client Value Proposition is and what it should contain. So let’s start at the beginning. What is a Client Value Proposition […]
https://stepchange.ie/wp-content/uploads/2018/02/Fotolia_141553914_S.jpg520924stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2018-02-10 14:21:032018-02-10 14:21:03What is a Client Value Proposition?
I’m finding that more and more of my time is being spent helping advice firms reposition themselves as true financial planning businesses in the eyes of their clients. It’s extremely interesting work, as it always results in the adviser taking a really deep look at their business, as we carefully then figure out how the […]
There has been quite a significant movement over the last few years of financial brokers or advisers repositioning (or simply renaming) themselves as financial planners. This makes a huge amount of sense, because of the value that lifestyle financial planning brings to people’s lives. But it only makes sense when lifestyle financial planning is what […]
Prospects will approach you with a wide variety of requirements in mind. This applies both to the type of advice or potential products they are seeking, and also at various stages of their “buying cycle. We’ve previously covered the buying cycle of clients in more detail in a previous article here, however as a very […]
https://stepchange.ie/wp-content/uploads/2017/12/Fotolia_100629839_S.jpg543883stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2017-12-04 12:30:302017-12-04 12:30:30How do you connect with today’s prospects?
Earlier this month I had the pleasure of working with some of the leading financial advice firms in United Arab Emirates over the course of a couple of days in Dubai (the photo is of the VERY impressive Burj Khalifa – the tallest building in the world today). My involvement came about as part of […]
https://stepchange.ie/wp-content/uploads/2017/11/8461360102_89efc8a2f6_n.jpg213320stepchangehttps://stepchange.ie/wp-content/uploads/2016/01/logo-300x78.pngstepchange2017-11-09 09:36:242017-11-09 09:36:24What’s driving the growth of Future Cashflow Planning?
This website uses cookies to improve your experience. Click Read More to view the StepChange Ltd. Privacy Policy AcceptRead More
Privacy & Cookies Policy
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
“I know someone who’ll charge me less”
/in Brand, Retention, SalesYou’ve all been there… the fight over price. You know you’re right for the client, you can add a lot of value, but you can see there is an immediate issue niggling away. You probe the client and they say something along the lines of, “Let’s cut to the chase, what do you charge as […]
What is a Client Value Proposition?
/in Marketing Planning, SalesOK, let’s start by stating that there’s no science behind the answer to this question, there’s no right or wrong answer. What I’m going to set out is my view of what an effective Client Value Proposition is and what it should contain. So let’s start at the beginning. What is a Client Value Proposition […]
5 myths about financial planning businesses
/in BrandI’m finding that more and more of my time is being spent helping advice firms reposition themselves as true financial planning businesses in the eyes of their clients. It’s extremely interesting work, as it always results in the adviser taking a really deep look at their business, as we carefully then figure out how the […]
Are you really doing lifestyle financial planning?
/in RetentionThere has been quite a significant movement over the last few years of financial brokers or advisers repositioning (or simply renaming) themselves as financial planners. This makes a huge amount of sense, because of the value that lifestyle financial planning brings to people’s lives. But it only makes sense when lifestyle financial planning is what […]
How do you connect with today’s prospects?
/in CommunicationsProspects will approach you with a wide variety of requirements in mind. This applies both to the type of advice or potential products they are seeking, and also at various stages of their “buying cycle. We’ve previously covered the buying cycle of clients in more detail in a previous article here, however as a very […]
What’s driving the growth of Future Cashflow Planning?
/in PropositionEarlier this month I had the pleasure of working with some of the leading financial advice firms in United Arab Emirates over the course of a couple of days in Dubai (the photo is of the VERY impressive Burj Khalifa – the tallest building in the world today). My involvement came about as part of […]