Biblical Stewardship Resource Library

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Biblical Stewardship Resource Library

Becoming Your Client’s Most Trusted Advisor (SPP 300)

Setting Yourself and Your Practice Apart in the Overcrowded Marketplace

How do you set up your practice and what services should you provide so that your clients will look to you first among all their advisors (attorney, accountant, insurance agent, money manager, etc.)? Trust has far less to do with experience or knowledge than it does with what you have to offer. In this course, we unpack those “high-trust” services.

With tens of thousands of advisors all hawking their wares, how can you set yourself apart from the noise and the competition? In this segment, we discuss how to create a practice that is unique, of high value, and that will give you a marketing message that will elevate you above advisors that are selling commoditized products and services.

Topics

  • Learning what services to provide in your practice
  • Setting yourself apart from the competition
  • Creating a practice that is unique and of high-value
  • Developing a unique marketing message

Video

Handout

Becoming Your Client’s Most Trusted Advisor / Setting Yourself and Your Practice Apart in the Overcrowded Marketplace (SPP 300)

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