With so much discussion in the public sphere of late around conflicted remuneration and vertical integration models, financial advisers are under more pressure than ever before to transparently illustrate their value to existing and potential clients. In this article for IFA magazine, Lifespan CEO, Eugene Ardino, highlights the value of a well thought out client-value proposition (CVP) to help potential clients with the decision-making process.
Don’t fall into the trap of filling your CVP with empty statements without backing them up. For example, if you want to state that you operate a privately-owned business, explain why this is important.
Read the full article in IFA magazine.