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Differentiate Yourself: Identify, Define and Promote Your Unique Value in Our Evolving Industry

Session Speakers
Session Description

Why Attend
Explore how to frame and promote your unique value and competitive advantage in a way that will attract new clients and retain existing ones.

Session Details
How do you differentiate yourself from competitors? This age-old question has taken on a new twist in light of low-cost personal advisory services, the latest threat to the financial services industry. With the advent of inexpensive asset allocation, investment management, and financial planning services offered as commodities, full-service advisors must demonstrate their differences and superiority. Find out how to showcase your firm in a session that will help you:

  • Clearly differentiate yourself from the competition
  • Identify and define a unique value proposition
  • Transform your value proposition into an elevator pitch
  • Consistently promote your value through multiple communication channels

Additional Information
CPE-1.5 hrs
Education Session
1h 15m
Session Schedule