Let me ask you a simple question.

What is the real value that you add in your client’s life?

Are you –

• Helping with Clarifying Goals and figuring out what is really needed or important
• Setting up a process in place to make decisions and coming up with a personalized goal-based plan and portfolio
• Guiding Clients in this changing landscape and helping them to stick with their process through all ups and downs of the market
• Coming between clients and their costly mistakes
• Ensuring they have ENOUGH to maintain their lifestyle
• Ensuring they never ever have to WORRY about Money
• Helping them live the life they have imagined with their money

OR

Are you –

• Analysing the current market and events
• Timing the market
• Identifying the top performing investments
• Beating Benchmarks

Which one of the above do you think is powerful?

Which one is your value proposition?