Bring Success To Your Succession
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As a financial advisor, you dedicate your career to helping your clients secure their legacies and pass their wealth to the next generation. But what about your own legacy?
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The Words Matter
2022-11-08 • 2 minute read

The value proposition is not an elevator pitch (How many elevators do you get trapped in?). It’s a brief, concise statement that defines you and leaves someone wanting more. If they’re intrigued, they’ll give you permission to elaborate. If they aren’t, they ask about your tie. Just embrace the exercise of not winging it and avoid the long-winded data dump. Some people want to know what time it is, others want you to build them a clock. Some want to enjoy the bratwurst, others want to know how the sausage is made. Be led by them.

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