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Communicating Your Value

Overview

Find your voice, communicate your value. Learn how to tell your story like a superhero, perfect your prospect process, nail your niche and continually reinforce your worth through goals-based performance reviews.

Trailhead Lessons

Be clear, concise, compelling and confident. Communicating key messages about who you are, who you serve, what value you deliver and what you charge allows you to tell your story in a way that ensures you never have to sell your story. Reframing and rehearsing these important conversations empowers you to communicate with clarity and confidence.

Value yourself and charge what you’re worth. Honoring your worth and growing into a truly limitless practice involves the process of bringing your reality closer to your vision. This positive transition involves clearly identifying your fees, assessing whether you are currently serving your ideal clients, and then communicating changes to your clients.

Niche, niche, nailed it. Start with a clearly defined niche and progress to a tailored marketing strategy that resonates with your unique target client. Refine and remain agile through the process to continue to navigate to new needs along the way.

Advanced Climb Lessons

Define what makes you different. In a sea of white picket fence websites and blue-shirt bankers, identify what you deliver that no one else does. Once defined, build your unique value proposition into every aspect of your prospect process and service system.

Ready to rock the social media space? Embrace that you have a story, select the channel perfect for living it authentically and attract clients that are a natural fit.

Learn how-to strategies for building your niche practice through the lens of marketing, advice, and service. The Advisor Coaches get real about what it takes to transition and how they niched to accelerate their revenue, income, and time off.

For those ready to follow through on fee changes to ensure a profitable practice, this In-Practice session unpacks how Advisor Coaches shifted their fee models, set and stuck to minimums, and raised fees on current clients, highlighting the mindset and methods they used to follow through on fee changes. 

For those with a story ready to refine and roll out to the marketplace, this In-Practice session takes you through the process of refining your story, framing your offer and creating a ‘get-started’ action plan for sharing your story, including breakouts focusing on each area.

Program Outline
Clarity & Accountability
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DELIVERING DEEPER VALUE
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2022, Evergreen
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PRODUCTIVITY
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Growth
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