Value Propositions for Tight Times

Jim Stackpool will share his experience working with Australia's best advisers on how they have lifted their revenues and performance despite local and global market uncertainty. This webinar will help you better position the value your role adds to your advice and product clients. Jim believes this will be crucial particularly when justifying your fees in second and subsequent years of your on-going advice relationships.

This session will position and enable you to:

• Value Propositions – confirm existing (or new) clients as either advice or product purchasers and develop appropriate propositions;
• Segmentation Models - use a value proposition segmentation model to best position your client offerings/value propositions for the right clients and thus secure the most effective engagement model and on-going pricing relationship;
• Engagement Conversations - understand the common advice engagement models and how you should approach your 2^nd and 3^rd year (re)engagement conversations with your clients.

At the conclusion of Jim’s webinar you should have more ideas and confidence in developing your own proposition that will help you transition your existing offerings to true advice-based proposition and secure  the viability of your advice business.

We hope you can join Jim for this practical and highly engaging live online session. 

Presenter

Jim Stackpool Founder & Managing Director Strategic Consulting & Training

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