31 Benefits Financial Advisors 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?”

31 Benefits Financial Advisors Value Proposition!

Here are 31 Benefits financial advisors can use in their Value Proposition. Potential clients have concerns based on problems they are experiencing and they are looking for solutions. So when you talk about what you do, when you put together marketing pieces about what you do, and when you write content for your website, you’d be wise to focus on the benefits of working with a financial advisor in your value proposition.

It’s great that you have decades of financial planning experience or you that you have that coveted CFP credential, but for prospective clients, it really comes down to this:

“Can you help people like me find a solution to my problem and if so, what is the BENEFIT to me?”

Financial Advisor Features:

First, let’s look at features. Here are common features or firm attributes that clients really don’t care much about:

That you offer financial planning, estate planning, wealth management
That you act in the client’s best interests (you’ll have to prove this)
That you are experienced (don’t just say this, explain what it means to the client)
That you are credentialed (how does your credential help your client?)
That you are independent (explain why this matters)

For additional discussion on Financial Advisor Value Propositions, please read this article.

21 Financial Advisor Emotional and Financial Benefits:

Benefits are things that HELP people live a better life!

Sleep soundly at night
Retire early
Live a stress free retirement
Leave a legacy – leave assets to future generations
Achieve goals more quickly
Invest intelligently
Live the good life
Clarify lifetime goals
Build a dream home
Improve future potential
Replace income
Achieve lifetime goals
Find financial freedom
Live a beach-side retirement
Obtain clarity of financial direction
Plan for a carefree, wealthy retirement
Prepare for life’s emergencies
Take care of loved ones
Work less, have more fun
Find a financial solution
Avoid running out of money

10 Finance and wealth benefits:

Here is a list of financial-related benefits that clients are seeking from advisors. If they apply to you, use them in your value proposition:

We offer custom financial solutions for our clients’ needs. We work with [niche 1], [niche 2], and [niche 3]. We understand your challenges and have the experience to offer tailored solutions to meet your financial needs. (See Target Market possibilities for financial advisors)
We provide financial planning expertise that allows clients to free up time they may have been spending on managing their financial matters, so that they can engage in activities that are important to them
We offer a wealth of knowledge and expertise in investment management that helps clients by diversifying their investment risk
We offer comprehensive financial services to high-net-worth investors seeking knowledge, expertise, and personalized care
We help clients sleep better at night by providing peace of mind and comfort knowing assets are protected from market volatility now and in the future
We help clients achieve financial prosperity by understanding their desires, lifestyle, goals, and aspirations
We help clients avoid exposure to financial risks that threaten their retirement assets by providing advice on life insurance and long-term care insurance
We help our clients preserve the assets they have saved during their lifetimes, help them live comfortably in the present, and help them design a secure retirement
We help blended families pass on their assets to family members so that they feel secure knowing they are leaving a legacy that is meaningful
We are passionate about building trust and security with our clients by providing a high level of personalized service

If your Value Proposition is not focused on the benefits clients are seeking, please take the time to update your marketing messages. Remember, clients are looking for advisors with experience in their unique challenges. They care about what you can DO for them that results in a BENEFIT that improves their enjoyment of life.

I can help!

Need help improving your Value Proposition? Schedule a Consultation today! I have been coaching Financial Advisors and Investment Managers since 2004! I help you build a financial planning brand where you are growing and becoming the person and firm you’ve always wanted.