She grows her firm by targeting clients who share her life experiences.
Giving people a reason to work with your firm starts with your story. What’s yours? In this guidebook, you’ll walk through what a value proposition is, why it matters, and steps to develop your own. It also includes:
- Exercises that identify your audience, your differentiators, and your unique narrative
- What not to do when creating a compelling value proposition
- Stories from other independent Advisors with strongly differentiated firms
When it comes to being an RIA, you deserve to be in the limelight. So, get in touch with your musical side by taking our Unleash Your Inner Superstar quiz.
Get the word out
Want to build a marketing plan but don’t know where to start? We can help. Download this guide for ideas to market your RIA firm.
Are you making the most of available technology to connect with both current and potential clients? Read more about how to seamlessly integrate smart tech solutions into your practice.