Communicate Differentiation

The most important question you have to answer to get a client is why they should choose you over other advisors. How good you are, how good the service you provide, is less important than being different in a way that is valuable to the client. Here are some ideas for highlighting that differentiation:

  • Develop a positioning statement that highlights your differentiators
  • Give your process a unique name
  • Develop the technical expertise specific to your target market