Demonstrating Your Value To Clients

By: Brett Davidson
Founder
FP Advance
Brett Davidson, FP Advance

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The number one casue of Financial Adviser angst is not being able to understand your value in order to communicate it to clients.

  • Scared of the FCA challenging your fees? It’s about your value.
  • Worried that new clients are not engaging with you? It’s about your value.
  • Think you need to be cheaper to be competitive? It’s about your value.

Brett Davidson shows you what the real drivers of value are and how to get clients to see them quickly and easily. Spoiler alert … it doesn’t involve you telling people ‘How great you are’.

Learning outcomes

  • Learn why ‘telling’ is not ‘selling’
  • Discover the secret to communicating value effectively
  • Find out the real value great Financial Advisers add to their clients.


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