The ClientWise Blog

How to Think Creatively in Building Your Value Proposition

Posted by Chris Holman on Feb 7, 2012 11:31:00 AM


I’m working with a financial advisor, the CEO of a very successful financial advisory team, who is in the midst of an especially vexing problem that is taxing every ounce of his innate creative ability. His current Value Proposition (VP) has brought him to $ 3+ million in annual revenues. However, he has realized that this VP has taken him as far as he can go…without cloning himself. He wants to “take it to the next level”, which in his case is building his optimal team and doubling his revenues in three years. To do this, he needs to create a fresh VP.

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Intuition, Innovation

Advice

Posted by Chris Holman on May 4, 2011 11:56:00 AM

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Intuition

Your (Flawed) Telepathic Powers

Posted by Chris Holman on Apr 19, 2011 11:07:00 AM

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Intuition

Trusting Your Gut

Posted by Chris Holman on Apr 22, 2010 12:33:00 PM

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ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.

Topics: Intuition