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.
The ClientWise Blog
How to Think Creatively in Building Your Value Proposition
Posted by Chris Holman on Feb 7, 2012 10:31:00 AM
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Intuition, Innovation
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Intuition
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Intuition
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Topics: Intuition