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Branded Financial Services are Easier to Sell

For many years I’ve been speaking about how branded financial services are easier to sell. If you’re like most financial advisors, your services sound pretty much like all other financial advisors. You offer financial planning and investment management, usually to anyone who needs it. Nevertheless, prospective clients who are considering […]

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Value-proposition-benefits

Use Benefits in Your Value Proposition

Financial Advisors Can Use BENEFITS rather than FEATURES in their Value Proposition Are you making the mistake of focusing too much on features you provide rather than benefits clients are seeking? Never forget, prospective clients always want to know: “What’s in it for me?” Potential clients have concerns based on […]

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