Description

One of the biggest hurdles in finding advisory clients is the difficulty in articulating what exactly it is and the value that it provides. Creating a model and and an offer that is easy to talk about, easy to understand and can be explained visually as well, is key to showing the value of your advisory services.

Recap / Takeaways

Simplicity in Advisory: Emphasize the straightforwardness of being an advisor - thinking of something you know that helps business owners and helping them with it.

Offer Diamond: Introduction of the 'offer diamond' concept, a targeted approach to creating advisory offerings that cater to specific client needs.

Enhanced Client Engagement: Discusses how the right offer can significantly increase client engagement and the perceived value of services.

Signature System: Brief mention of the signature system, a unique methodology for guiding clients from their current challenges to desired outcomes.

Five Components of the Offer Diamond:

1. Clear Outcome
2. Specific Time Frame
3. Right Pricing
4. Targeting the Right Person
5. Appropriate Delivery Method

Freedom as the Motive: The ultimate goal is to achieve freedom for both the advisor and the client.

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