Communicate Your Value
A 20 minute short course on how to communicate your value proposition to clients and COIs
WHAT YOU WILL LEARN:
- What is a Value Proposition
- Why communicating value is important to your business
- How to identify YOUR value
- How to develop a concise message
- How to effectively communicate your value to CPAs, attorneys and other Centers of Influence
WHO IS THIS COURSE FOR?
This curriculum is for EVERY financial advice professional. Establishing partnerships with COIs is crucial to the grow of your business. This curriculum is for every financial advisor, insurance agent or wealth manager that wants to develop profitable relationships with CPAs and attorneys.
Additionally, financial planning students and new advisors will learn a critical skill set to succeed in this financial advice industry.
"Got my first referral from an estate attorney! The course trainings showed me how to deepen an existing relationship with an estate attorney. We always talked about referring clients, but I wasn’t conveying the value I could bring to the table. The course helped me do just that and the result was the first in what should be a long line of quality introductions.”
- Michael Guthrie, Northwestern Mutual - Boston, MA
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After working over 18 years in the financial services industry, I established CLJ Advisory, LLC to empower financial advisors around the world. I have a Business Management degree from Georgetown University's McDonough School of Business. While at Georgetown, I was a four-year member of the Varsity Football team and received the 2000 Phillips Entrepreneurship Prize.
After graduation, I started my career in New York with some of the largest firms on Wall St including Citigroup and BlackRock where I began working with financial advisors. In 2011, I moved to Raleigh to work with Hatteras Funds, a boutique Hedge fund and Private equity firm. Soon after, I worked as a Regional VP with Foresters Financial, where in 2016, I was #1 in sales.
During my career, I worked with and trained financial advisors from various channels including: the Wirehouse, Banks, Insurance, Independent and RIA firms. I noticed most financial advisors struggled to partner with CPAs and attorneys, and only a small percentage did it well. After speaking with several CPAs, I realized there was a disconnect between the understanding of most FAs and how the CPA wants to serve their client (working WITH the financial advisor.)
Additionally, I see many new professionals in the industry struggle when asked the question, "What do you do?" That's why I created Communicate Your Value, to help advisors have successful careees. Communicate Your Value will give you the confidence to have better conversations with and partner with more COIs.