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“What will you do for my retirement plan?” “What can I expect you to do for my business?” These are questions all financial advisors have heard from potential clients, as well as current clients. To help proactively answer these questions, and establish trust, create a Value Proposition Statement.
A Value Proposition Statement (VPS) is a statement of purpose that lets plan sponsors know exactly how you can help them with their retirement plan, and most importantly, build a relationship based on trust. In an effort to make the creation of a VPS as easy as possible, we have created a three part video series that highlights the following:
To learn more about each of these topics, please visit our YouTube Channel and watch our video series on the Importance of a Value Proposition Statement. And as you hold client meetings this selling season, don’t forget your Value Proposition Statement.