As advisors, many of us need to STOP giving away our value.
The Problem:
- Waste a lot of time “selling” prospects
- Operate like a game of Battleship
- Don’t define your own terms
- Don’t earn what you are worth
- Seen as “salesperson” or commodity
- Doesn’t feel good
The Solution
- Stop the master/servant relationship
- Turn the “intangible” into “tangible”
- Introduce “Client Service Levels” to explain and charge for your value
- Ensure you’re fairly compensated regardless of client decision
- Leverage CPA and experts to offer more val