The 52: Communicate the Added Value You Bring

Week 7

Communicate the Added Value You Bring

When evaluating your firm, prospective clients may question whether the value you bring is worth your fees—especially when there are perceived to be less expensive substitutes. Be prepared to explain your worth with a visual showing the added value you provide through investment best practices, comprehensive financial planning strategies, and relationship-oriented service.

P.S. Vanguard Advisor’s Alpha® is a good place to start thinking about how to quantify the added value you bring to clients.