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Helping clients appreciate what you do for them and how it is different is the first step to a successful 'fee for service' model of advice...

Workshop: Creating Your Unique Value Proposition in 5 Simple Steps

Being able to articulate and differentiate the value of your advice, the justification of why a client should pay for the advice they are getting from YOU, and what makes YOU different from the adviser next door, is often done poorly by most advisers.

This workshop is all about understanding what Unique Value Propositions are, and why they are so important in attracting clients, in developing your service packages and simply helping clients understand the uniqueness of your offer. Unique Value Propositions assist advisers to differentiate themselves and their advice from the competition.

In this workshop we will take you through and unpack the structure of Unique Value Proposition so that you understand the components and will be able to create your own UVP in 5 simple steps during this workshop! We will also show you how to tailor your very own conversational UVP so that you are confident with this and can communicate the benefits of your advice to any client, and to differentiate yourself from other advisers.

This is a not to be missed workshop!

Topics Covered

1. What is your Unique Value Proposition?
2. When should your Unique Value Proposition be created?
3. Benefits of creating and implementing your Unique Value Proposition
4. What does your ‘ideal’ client profile have to do with your UVP
5. How will it assist you in segmenting clients, developing your service offering and your fee for service/pricing model?
6. The recipe: How to create your UVP in 5 simple steps
7. Things to avoid when creating your UVP
8. Head stuff: Self belief in your service and the value you add

Who Must Attend?

Financial Planners who want to be successful and confident in engaging every prospect at that very crucial first meeting  by mastering valuable client engagement skill designed for a 'fee for service' model. Also Practice Development Managers and financial planning Team leaders, Coaches & BDMs and anyone who wants to understand the way to communicate the value of advice in the financial planning process and get a taste of AdviserQuest's unique programs.

How is the Course Delivered?

The course is delivered in a face-to-face workshop format by Leyla Banaei, an experienced industry practitioner and a qualified coach who is not only an adviser but highly skilled in training and facilitation, specialising in working directly with Financial Planners, in client engagement, client relationships and trust in the financial planning process.

The workshop will be a fast paced, exciting blend of classroom style teaching, live demos, exercises and role plays and interaction with the coach. The coach will share openly from their own client experiences. There will be ample time for questions. Expect to not only develop new skills but also to completely transform your ideas about your client interactions.

Are there any Pre-requisites?

This workshop assumes the participants will have experience as a Financial Planner or they are developing in their role as a Financial Planner, Practice Development Manager or Business Development manager, or intending on working as a Coach or Mentor of Financial Planners.

On Successful Completion

You will have your own conversational UVP created in this workshop and you will be able to communicate this clearly, confidently and in a manner that will assist your target clients to understand the benefits of having you as their adviser, above other advisers. 

What Materials will be Provided?

Comprehensive participants’ guide and notes provided.

About Your Presenter

Leyla Banaei is the founder of AdviserQuest. She has been actively working in the Financial Planning Industry for over 12 years.  Leyla can help you get over the mental barriers that stand in the way of your ultimate success, in your personal approach in dealing with your clients or in running your business. She can give you the ‘how to' on attracting your ideal clients and show you how to work more effectively with them to build a long lasting profitable relationship. In fact "Client Relationships" is just one of her expertise.

Leyla has gained her experience through various roles not only working directly with Financial Planners as a coach and consultant but also in business development, client services, para planning and implementing financial planning business solutions but also being a front line Financial Planner herself. Leyla believes that for those who strive to succeed in an industry as dynamic as ours, they must focus not only on quality financial advice but on building lasting relationships.

Download Leyla's Full Bio

Don't Want to Pay Online?

Call our events director at the office on 1300 886 907 or e-mail us at transform@adviserquest.com to book your place now!