Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

Elementality for Financial Advisors | Elements Financial Vitals System™

Why Value Adds Are Hurting Your Business [188]

Oct 24, 2024
09:47

Jordan discusses why adding too many "value-adds" to your financial advisory services might actually be hurting your clients and your business. 

Drawing from his experience working at a hot dog shop famous for its special sauce and simple menu, Jordan illustrates the power of a focused core value proposition. During this episode you’ll learn:

  • The importance of identifying what truly makes your services unique

  • Why your clients need to understand that value

  • How to reliably and consistently deliver that value. 

Before you jump into offering additional features or services, Jordan challenges you to consider whether these value-adds support or distract from your core offering. Tune in to learn how simplifying your services can enhance client satisfaction and make your business more referable.

 

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