Developing and Delivering a Compelling Personal Value Proposition

Course Number: ABA

Course Code: ABA

Focuses on differentiating the firm and advisor from all others as an essential way of answering the critical question, “Why do business with me?” Explains that being competent in providing a crisp, meaningful and authentic value proposition raises the advisor’s level of professionalism and helps them make a compelling case for earning new business from prospects and centers of influence.

What You’ll Learn

After completing this course, students will be able to:

  • Explain the importance of a value proposition
  • Describe different types of value propositions that explain what you do and how you do your business
  • Devise, revise and deliver a concise personal value proposition that answers the question, “Why do business with me?”

Audience: Client-facing wealth advisors, (fiduciary [trust] advisors, portfolio managers, bankers, planners) with at least one year of wealth management-related experience who want to raise their competency in presenting themselves, what they have to offer and how they engage with clients.

Prerequisites: n/a

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Member Price: $135.00
Non-Member Price: $185.00
Textbook Charge: $0.00

Credits: 0.75 CTFA

Length: Approximately 25 minutes

ABA Training