A value proposition is a clear statement that explains how your unique approach and services can help your clients.
By clearly stating the purpose of the work that you do—for both you and your clients—the decision each client makes to work with you will be easy. A value proposition will help you articulate:
1. Your ideal client and how your firm is uniquely positioned to help with their financial needs (resonate).
2. How you will deliver specific services and benefits designed to help solve their challenges (differentiate).
3. Why clients should work with you, rather than someone else (substantiate).
4. The outcome of the work that you will do with, and for, your clients (key benefits).
This worksheet will help you think through and capture the elements of a well-defined value proposition.
INSTRUCTIONS: Review each question and example and write up to three description/answer statements. Of the description statements you write, circle the one you prefer and use your circled description statements to capture your value proposition.
EXAMPLE: We work with female executives who have the know how but not the time or desire to deal with the various aspects of their financial lives. (Target Client/Statement of Need)
We take the time to learn your values and vision of what financial success means to you and we use technology to consolidate and present a clear overview of all the moving pieces in your financial life. (How we Solve for your Problem/Our Differentiator)
Our firm will help reinforce all of the positive choices you have made, and will continue to make, in your lifetime. (Key Benefits)
For the entire worksheet, simply click HERE.
