Redefining Your Value in Today's Market Place

For several months now, I’ve been knee deep in conversations with financial advisors and industry executives and coaches on one topic in particular: Value.

How do you define it for yourself? How are your prospective and current clients defining it for themselves? How are current events and the recent past economic turbulence shaping the way financial advisors are perceived? And how are you not only articulating but continually proving your value to your clients?

The folks at Pershing started a ripple effect when they asked me to speak at their national conference, Insite 2010. They asked me to address an interesting topic: Redefining Your Value in Today’s Market Place.

I spoke with a number of industry thought-leaders including Bob Veres, Chip Roame, Mark Tibergien, Blaine Aiken, Bill Cates, George Kinder, Brett Ellen, Steve Saenz, Sue Stevens and many more. Their comments were enlightening and stimulated some new thoughts of my own. I also spoke with numerous financial advisors as I traversed the country speaking at and attending industry events.

fi360 and Securities America asked me to customize and present the Redefining Your Value presentation at their national conferences in May and June. NAPFA asked me to lead a panel at their national conference on marketing and client communication in May. ASN360, NAAIM and TD Ameritrade asked me to speak at their national conferences on the Power of PR in Your Marketing Plan.

I was pleased when Financial Planning magazine asked me to write an article revealing some of what I’d learned. What Have You Done for Me Lately? ran in the July 2010 issue.

This is a very important conversation, and I’ll continue to speak with FAs and industry thought leaders, gathering their insights and providing additional ideas to help you fuel your practice through additional speeches, articles and a white paper I plan to publish in a couple months.

A couple opportunities for you right now:

1. If you’d like to join a discussion on, here’s a link that will take you to the online conversation. I’ve posted some additional comments on how FAs might want to think about articulating their value. There’s even a link to a worksheet that will help you develop a strong positioning statement and I’m running a contest – the FA who posts the best positioning statement by 8/15/10 will win a $500 gift certificate compliments of Impact Communications.

2. If you missed the live presentation I delivered at the Pershing Insite Conference June 2010, you might still be able to register to attend the webinar I’m presenting for Pershing on Monday, July 26th at 1:00 pm CT, where we’ll continue the conversation about Redefining Your Value in Today’s Market.

I’ll try to obtain a recorded version of the webcast and, worst case scenario, will be able to post the mp3 audio file and my slide show for you here on this blog.

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