Skip navigation

Value Proposition

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Mar 26, 2012 8:45 pm

I've been working on my value prop and I've come up with about 40, but this one really defines what I add.

I offer customized investment solutions to individuals and small business owners of "New England" based upon research & analysis that simplifies & maximises their potential to acheive financial success.

What do you guys think? Keep in mind this is supposed to be a very general statement. I really love doing research and I know that and customer service will be my greatest contribution.

Mar 26, 2012 9:20 pm

I have no clue what you just said.  I doubt the people you say this to will either.

Mar 26, 2012 9:26 pm

Well what do you say when people ask why you're better than every other rep?

Mar 28, 2012 10:18 am


I would recommend all reps view your blog.  Not only is it informative, it is also an honest, straightforward look into the business.  The Honey Badger video is hysterical (I guess we all have to be a bit of Honey Badger to survive in this business) and the Rodrigo Gordillo video is proof positive that work ethic and consistency can produce great results.  Many thanks for sharing.

Mar 28, 2012 10:21 pm

This kind of thing is pointless. It is reinforced by marketing drones who are seeking ways to show their value.

As for what to do when they ask how you are different: Offer to buy them a cup of coffee and ask for twenty mintues...and promise to keep it to that. If they won't give you that then you aren't dealing with someone who has a felt need to change FA's.

New FA's waste too much time chasing deals that will NEVER happen, just so they can feel busy.

If they will not meet with you drip them, if you think they have enough money to be worth it, and move on.

Mar 30, 2012 3:02 pm

I tell people if they want to know my value...  to go ask my clients.

Apr 3, 2012 10:33 am

I help people plan for retirement and manage their investments.