The sky is falling! The sky is falling! Open any financial advisor trade publication these days, and that pretty much sums up the prevailing sentiment. Yet despite all the gnashing of teeth and wringing of hands by the assembled talking heads and industry pundits, the essential truth of the matter is that whether you embrace it or struggle against it – change is inevitable.
The ClientWise Blog
financial advisor value propostition
In the book, Creating & Delivering Your Value Proposition, authors Cindy Barnes and Helen Blake define a Value Proposition as: