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Women & Finance Knowledge Circle: Connecting your UVP to Business Development and Marketing

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Includes a Live Web Event on 10/13/2022 at 12:00 PM (MDT)

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

Gretchen Halpin is a strategic visionary with over 25 years of leadership and marketing experience. In her work with financial professionals and teams, Gretchen's primary focus is to accelerate and guide organizational growth in a positive, sustainable way. From successful entrepreneur to jack-of-all-trades strategic consultant, Gretchen's career path and journey to success have been guided by one true passion: to help people create the life and business they want, even when that means challenging the status quo.

Gretchen specializes in pioneering strategy and growth initiatives that drive success across every aspect of a business — from vision and objectives, to marketing and business development, to the overall client experience. Her top priority is to ensure that all decisions and initiatives are aligned with the mission and values of the firms in which she works. Gretchen has helped firms achieve success by elevating their brand identity and story to internal and external audiences, seizing new business opportunities, driving organizational change and translating strategy into action across all levels of the business.

But her ability to morph big-picture ideas into action and results goes beyond her current focus; it derives from her experience as the driving force behind several successful business ventures, including Soothe Your Senses, an organic aromatherapy product line she launched in 2001. What started as a passion for health and wellness expanded into an international spa brand — with retail distribution in 30 U.S. states and five countries — that grew 250-percent annually for eight years. 

As a co-founder of Beyond AUM, Gretchen and her team created and implemented a growth, marketing and technology plan that led an RIA firm to grow from $1 billion in assets under management (AUM) to more than $5 billion in AUM in five years. Under her leadership, Beyond AUM continues to assist firms, big and small, to reach their goals. Gretchen believes in working directly with advisors and their teams in order to cultivate a deep understanding of the importance and impact of their service and help support their client relationships. These experiences drive Beyond AUM's passion to see the RIA industry continue to thrive into the future. 

Under the direction of Gretchen and her fellow co-founder, Beyond AUM's marketing strategy was recognized by My Perfect Client and Masters in Accounting, and the team led the development of a personal finance blog that was named a Top 50 Financial Advisor Blog by Michael Kitces in 2014 and 2015. Gretchen has been a featured speaker at numerous industry events and conferences, hosted by leading organizations such as eMoney, the National Association of Personal Financial Advisors (NAPFA) and Financial Advisor Magazine.

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Women & Finance Knowledge Circle: Connecting your UVP to Business Development and Marketing
10/13/2022 at 12:00 PM (MDT)   |  60 minutes
10/13/2022 at 12:00 PM (MDT)   |  60 minutes 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.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available