Frameworks to understand and engage clients on value are crucial for consistent, specific, and methodical delivery of valuable advice in the best interests of clients.
Value is less to do with 'what you know' or 'how much effort' you provide, and far more about how your advice helps clients progress and manage the complexities in their lives.
Financial advice is much more than just money, but it is also much more than advice. In fact, the most valuable component often has little to do with specific advice or money.
This Certainty Roundtable will facilitate discussions among the Certainty Advice Community about how firms are ensuring consistency of value delivery, unique for each client, but consistent for each advisory team member.