It is important that what you do is perceived as interesting and worthwhile in the eyes of consumers. Business consultant Steve Billingham presents a checklist...
Many advisers seem to struggle to create a high value client proposition that they can deliver on anything approaching a consistent basis. The starting point is often to take a step back and think long and hard about what you already do for your clients and how much value those things add from the client's perspective. Here are some quick questions to get you thinking about what you do, how you do it and whether it might be perceived as compelling by clients (and introducers). • What do you currently do for clients and how consistently is it delivered? • What degree of variation...
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