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:
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The importance of identifying what truly makes your services unique
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Why your clients need to understand that value
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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.
Elementality for Financial Advisors | Elements Financial Vitals System™