Articulate Your Value Toolkit Intro
Transcript: What you say and how you say it matters. If you don't believe me, consider the results of a 2019 Y charts investor study that found that 85% of the 650 respondents reported that their advisors frequency and style of communications impacted their willingness to refer and even stay with their financial advisor. With that in mind, tell me, what do you do? What if I asked one of your team members, a professional partner or a client to answer that question, what would they say? What about if I was on your website, what would I think the perception of value is equal to the perceived or experienced benefit, less the cost. In this SEI Growth Lab course on value messaging, we go beyond the elevator pitch and value propositions. You will learn, one, the key components of impactful messaging. Two, how your current messaging stacks up using the messaging scorecard. Three, how to develop or enhance your messaging using the value messaging framework. And finally, how to activate your messaging in your marketing conversations and beyond to support referrals and retention. I'm Shauna Mace, head of Practice Management at SEI. Our mission is simple. It's to help you and your team grow. At SEI, we're focused on creating better and braver futures together. How can we help you do what you do best to scale your business and impact? We offer curated investment solutions, custody and technology solutions, and of course, practice management advice. Get started in the value messaging course with less than one value. Messaging 101.