What Do You Sell? Drive Value with an Outcome-Based Planning Process скачать в хорошем качестве

What Do You Sell? Drive Value with an Outcome-Based Planning Process

You have a brand for your financial advisory firm – but does it expand into your financial planning process? Greg Opitz, Executive Business Coach at Carson, breaks down the importance of outcome-based planning and how you need a clear story behind the value you provide. Do you lead with outcome-based planning? Do you brand your planning story? Does your planning process and story drive value with clients? That should be your focus as a financial advisor. What’s your brand story? Let everyone know in the comments. For more on establishing your financial planning process, check out our full blog: https://www.carsongroup.com/insights/... Want more? Learn how to blueprint your firm – and your life – with our Blueprinting Guide: https://resources.carsongroup.com/blu... Set up a call with our team today to learn how we can help you brand your firm’s planning process: https://www.carsongroup.com/schedule-... Connect with us! Twitter:   / carsongroupllc   Facebook:   / carsongroup   Instagram:   / carson_group   Don’t forget to subscribe and turn on notifications for more financial advisor practice management tips.