FINANCIAL ADVISORS - Stop Giving Away Your Value!!!

October 17, 2022 | By Elite Resource Team
Financial Advisors

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