Conveying Your Value

Melissa Kidd
Motem

How to increase your prospect to client conversion rate

Most advisers explain what they sell. The best show where value lies. That distinction changes everything. Many technically strong advisers have many discovery calls and first meetings but they’re not turning into actual clients. And they’re not struggling because they are bad at what they do. They are struggling because their value is not obvious enough.

Learning objectives

  • Avoid common mistakes when communicating value
  • Recognise why showing not telling increases conversion rates
  • Use three principles in first meetings to make your value visible.