This handbook is designed to challenge your thinking and create frameworks to reallocate your time and resources to help grow and protect your business

In order to build and grow your practice you need to determine and communicate simply your offering to your prospective and existing clients — your value proposition.

While this sounds simple in theory, many businesses struggle to articulate their offer clearly and ensure that their core proposition is incorporated throughout their client experience.

Use the exercises in this handbook to challenge or create your value proposition.





Value Proposition Handbook

This handbook is designed to help you get the most out of your valuable time. Its a practical hands on guide to help you:
  • Identify what makes your offering unique
  • Clarify the clients you wish to attract
  • Facilitate client advocacy, and
  • Strengthen your referral generation from partners

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Helping you achieve your client outcomes
Making your
value unique
Beyond a marketing buzz word, what can a value proposition really achieve? We breakdown how a value proposition should be used to drive business growth.

Elements of
a value proposition
We have identified five key elements of a value proposition that you need to ensure your message hits the right note with your clients and prospects.

Uncover your
uniqueness
One of the most challenging aspects of a value proposition is determining how you can differentiate yourself from your competitors in the market. Gain some tips to identify how you can stand above the crowd.

Create your own
value proposition
We offer a series of exercises to get you in the right mindset and help you create your perfect value proposition.

Think like a Marketer

Creating the value proposition is only half the process. You then need to bring this to life by incorporating it at every stage of your client experience. We provide a helpful framework to get you started.

Live out your value

All good advisers understand the value of review. Your value proposition requires the same rigour. We provide a checklist to keep you on track.


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