Chapter 1
Clearly Articulate the Value of Your Team
When it comes to building a referral pipeline, the first step is to clearly articulate the value of your team, but how do you do that?
Transcript
When it comes to building a referral pipeline, the first step is to clearly articulate the value of your team, but how do you do that? As you already know, the more assets a client accumulates, the more complex their financial challenges become. That's where you and your team come in. Because at some point, the client's complexities will require a team of highly specialized financial professionals, just like you. So when you're developing your team's value proposition, you should consider including the following ideas into your story. First, the idea that you are a team of complimentary specialists who can help them meet all of their needs. Second, that you can either access broad institutional capabilities or possess this expertise on your team. Third, that your team works together to ensure that all of the strategies and recommendations work in concert with their wealth management plan. That's how you can present yourself as a synergistic team that can help the client meet each of their goals.