The Value Proposition Field Guide

Most of your future business depends on a sentence somebody else says about you. Build the one they'll actually repeat.

What you'll get:

• The 90-second cross-out test that shows in about a minute and a half whether your current positioning sounds like every other advisor's
• The formula and four questions to draft a sentence of 15 to 25 words about the person you help, not your process or your firm
• The three tests that tell you exactly what to fix, plus the one client phone call that reveals how people really describe you
• A 30-day practice plan and a one-page Value Proposition Card for your desk
• For leaders: the index card exercise, a coaching card for every advisor, and how to run it with the bankers who hand off referrals

[Disclaimer / details]
Instant digital download (PDF). For financial professional use only. Any language used in marketing or client-facing materials is usually subject to your firm's review. Get your final sentence approved once so you can use it everywhere.