Different clients have different needs and deserve different services. The starting point is understanding the profile of your existing client base and the different groups of clients within it.
Different groups of potential clients offer varying levels of potential for your business. We help you identify the target groups of clients that make the most sense for your business and that are likely to enable you to achieve a winning position in your chosen markets.
Customer Value Proposition
A customer value proposition is a clear, concise and compelling articulation of how the factors that are important to the customer are satisfied by your business.
Financial planners and brokers want to build long-term value in their business. This is achieved through building a loyal and engaged client base that provide a durable and repeating income stream.