April 7, 2014 By Signator Investors
Now that you understand the importance of creating a client value proposition (CVP), how do you develop it to showcase your practice and highlight your services? The following article outlines the simple six step method I recommend you follow to develop a CVP for an existing practice.
April 1, 2014 By Signator Investors
What do your best clients say about your practice? What do they believe it does for them? How satisfied are they with how your services are being delivered by you and your team? If you can't answer all three of these questions, this article might help.
February 21, 2014 By Signator Investors
Did you know that almost half of U.S. financial professionals are interacting with their clients through social media? This is according to an online survey of 400 financial professionals, by the management consulting firm Accenture, to better understand how financial professionals are utilizing online tools. The survey revealed two key findings: 1. Digital/social tools are becoming […]
February 10, 2014 By Signator Investors
We’ve all heard this timeless guidance: “If it sounds too good to be true, it probably is.” It’s great advice for anybody and can come in handy with clients. It can also be great guidance for creating advertisements and other communications that are both compelling and compliant. The trick is to recognize the point at […]