Your value proposition is THE keystone of your marketing strategy. It tells prospects how you’re different, why they should choose you over other advisors, and how their lives will be transformed by working with you.
It’s your secret sauce — the key to piquing the interest of your ideal A+ clients!
Yet, many advisors don’t take the time to craft a unique value proposition that truly resonates with their audience. They get hung up on generic buzzwords or boring slogans instead of really diving into what makes them different.
To help you craft a unique value proposition that will land with your ideal prospects, I’ve brought in Apollo Lupescu, Vice President at Dimensional Fund Advisors — an international financial firm with over $600 billion in assets.
Apollo is one of the top minds in the financial services industry — and the ultimate source on how to craft a provocative value proposition that engages prospects and positions you as the go-to expert for achieving their goals.
In this exclusive webinar, Apollo and I dive deep into value propositions as we walk you through:
- How to create a provocative value proposition
- Why you need a clear differentiator
- Examples of weak vs. strong value propositions
- Biggest mistakes advisors make when articulating their value
- What advisors think their clients care about vs. what clients actually care about
- How to explain what you really get paid to do
Stick around to the end for the Advisor Value Proposition Challenge and to find out how you can get one-on-one feedback from Claire on your own value proposition!
Claire Akin, MBA
Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving top independent financial advisors. She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing.
Apollo joined Dimensional Fund Advisors in 2004 as a regional director and oversaw the firm’s advisor 401(k) business. Prior to joining Dimensional, Apollo served in a variety of roles with the US Department of State, from which he formed his own consulting firm, Apollo Consulting Group. His interests in finance and investments led him to teaching engagements at the University of California, Santa Barbara. Apollo received his PhD in economics and finance from UCSB and holds a BA from Michigan State University, where he competed in and coached water polo.