STRATEGIC ADVISOR
DONE-WITH-YOU
VALUE PROPOSITION
WORKSHOP
A STRONG VALUE PROPOSITION......is at the heart of every professional integrated practice
Looking to build your integrated practice? Or ready to take yours to the next level?
If you haven't yet developed a thoughtful, comprehensive value proposition, this ultra-focused, high-caliber workshop was designed just for you.
WHAT'S INCLUDED?
START-TO-FINISH PROCESS
We provide all the materials and our virtual workshop will guide you, step-by-step, through the process of developing and refining your own
UNIQUE & AUTHENTIC value proposition. This is the same process used years ago to develop the value proposition for our 5-Star Pathfinder Practice and proven by dozens of growth-minded advisors since.
ADVISOR COMMUNITY SUPPORT
Brainstorm ideas, refine your materials, and test your final product via access to our private, interactive community of advisors who are also working through perfecting their value propositions
TURN-KEY TEMPLATES
Graphic design not your strength? Don't get stuck trying to create a usable finished product! The program includes several professional, turn-key templates. Just choose your favorite and customize the text!
COMPLIANCE GUIDANCE
We don't stop with a finished product... We lead you through the steps needed to get full marketing and compliance approval as well! Don't bog down your team or waste your own time figuring out where to go or how to fill out the forms. We'll guide you through each step!
USE WITH CLIENTS
But wait... there's more! (seriously)
The final workshop segment talks through options for integrating your new value proposition during the most impactful potential junctures of your sales process. Shortcut trial and error and start using this new resource effectively right out of the gate!
Ready To Get Started?Get the full step-by-step, done-with-you workshop, available to start immediately,
with completion on your schedule and 100% at your convenience.
About Your Workshop Presenter...
Hi, I'm Christy Charise. After a decade as the COO for Saugatuck Financial (a 5 Star Pathfinder Practice), I returned to my strategy consulting roots and founded Strategic Advisor - a coaching and strategy consulting firm committed to the growth and result achievement of financial advisors and their teams.
I've had the privilege of contributing to the strategic growth of dozens of award winning practices through smart, efficient, practical systems and strategies purposefully designed to be relevant, current and easy to implement.
I know firsthand, the elements that define and elevate top practices... and I've designed this Workshop Series to make that knowledge accessible to advisors across our network!
Your success is MY mission!
SEE WHAT OTHERS SAY ABOUT OUR WORK...
Adam Riegel, CFP® - Wellesley, MA
NM Top 20 Advisor (2020)
Christy's expertise was immediately clear as she had substantial impact on how our team thinks about structure, efficiency, and team development. Anyone looking to grow their practice and navigate the intricacies of building a firm would be well served to engage with Christy.
Justin Charise, CFP® - Westport, CT5 Star-Pathfinder, $1M/$1M Practice
Christy has done an amazing job creating a strong professional brand for our firm, a platinum level of client service for our clients, and scalable systems for our team.
Christy has also been instrumental in building my investment practice, which has grown more than tenfold (with an annualized growth rate of 80%), allowing us to become a 5-Star Path-Finder Practice.
Matthew Greene, CFP® - Norwalk, CT
Top 200 IPS; Multi-Year Forum Qualifier
Turn-key Templates Make Creating A Professional Looking Document A Snap!
What can a professional value proposition do for your practice?
- Save Time: Lead highly efficient client conversations around a value proposition you have conviction in and that is designed to resonate with your ideal clients.
- Close More Clients: Value clarity creates the confidence clients need to take action
- Close More Profitable Clients: Professional materials support advisor conviction and create a strong impression with high caliber prospects
Are You Ready to... CROSS THIS GAME CHANGER OFF
Your Strategic To-Do List?
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CONTACT US
203-292-6506
christy.charise@nm.com
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