Workshop: Developing Your Value Proposition

Developing a clear and compelling value proposition is a strategic investment that can differentiate yourself and your firm, engage your clients’ emotional brain to build motivation to take action, and help your clients visualize working with you by using clear and specific language.  By aligning your “why” with your clients’ needs, you will increase client engagement, commitment, and build trust.

This half-day workshop, led by MQ President Amy Mullen, CFP®, will include exercises, paired work, and group conversations that will set financial advisors on a path to create:

  • A documented value proposition to use in prospect meetings that will explain the benefits of both one-year and long-term relationships.
  • Captivating staff biographies and a clear layout of your client process.
  • An emphasis on the value of annual meetings with existing clients.
  • And more!

This course will be limited to 24 attendees, and participants will earn up to 4.0 CFP CE, pending acceptance from the CFP Board.

Tuition and Registration Deadlines

This training is available to existing MQ Partners only.

  • MQ Partners: $200.00

Registration deadline: Friday, May 17