Women & Finance Knowledge Circle: Connecting your UVP to Business Development and Marketing
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A great value proposition key to any successful business, yet many financial advisors struggle to create one that truly sets their firm apart from the competition. During this session, Gretchen Halpin, Co-founder of Beyond AUM will teach you how to craft a value proposition that is client-centric and compelling; and show you how to use it in your growth and marketing efforts to drive results and deeper relationships.
You'll learn how to:
- Define what a value proposition is and why it's important
- Understand the elements of a strong value proposition that is focused on your clients
- Incorporate your value proposition into your marketing and growth tactics
By the end of this webinar, you'll have the tools and knowledge you need to message with clarity and act with intention.
Gretchen Halpin
Co-Founder
Beyond AUM
Over the course of her 30+-year career, Gretchen has founded and grown more than five businesses. Her journey to success has been guided by one true passion: to help people create the life they want, even when that means challenging the status quo. As Beyond AUM's co-founder, she works with dozens of advisory teams, COIs, custodians, and technology vendors garnered a deep understanding of how the client experience impacts the bottom line and growth of an advisory firm. It also inspired a mission to see independent financial advisors serve more individuals in smarter ways – to both better reach and better address their evolving needs.
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