What's your 'value proposition' speech that you give to your clients?

like
Posting as :
works at
You are currently posting as works at

You know what they say about things that sound to good to be true, right?

likefunny

VP -1 If we don’t find the savings, we don’t get hired, so we focus on industries we know to have the savings. 87% of the time, we are correct. Every time, we do the work first so the client sees the Savings before they ever hire us. Also, we don’t charge anything for the analysis so if we don’t find Savings, it didn’t cost them anything, we move on and everyone parts as friends. If we do find Savings, our close rate is very, very high.

likefunny

We only work with Business Owners:

We save our client’s businesses an average of $240,000 with no vendor changes. Has your current advisor made your Business a Quarter of a Million Dollars more profitable? If we can do that for your business, imagine what we could do for your investments.

I think the whole concept of having a “value proposition” speech is sort of useless. Everyone can make stuff up and have it sound nice. All fluff anyways. I think having a few quick sentences (in the back of your mind) that you can quickly describes what is it that you do is sufficient (without sounding like a used car salesmen).

Related Posts

It's still Tuesday tho...

Post Photo
funnylike

I am going to be putting a happy hour together real soon.....details to follow

like

Guys can anyone make me understand that what is Infosys process for promotion because today my sister got promoted to senior operation executive but no salary hike or bonus or anything.

like

Experienced hire, looking to practice cases over Skype. PST time Fri- Sunday, CST - Monday - Thur. Connect at fishbowlpractice3276@gmail. Weekend mornings; weekday evenings.

I have an offer from Walmart but I'm also interviewing at Meta. I'm midway through the Meta process but there's still a long way to go and I don't want to rush through it unprepared. Both are for a Data Scientist position. Any suggestions on how to deal with a situation like this? Walmart Facebook (Meta)

like

FIS Global : 15 LPA (13 fixed)
Optum : 18 LPA(15 Fixed) + 1 L joining bonus

TechStack: ETL Developer
Yoe: 4

Which Can be preferred??
Current org: Cognizant
Optum FIS Global

Hi Fishes,

Macquarie Vs EXL Vs Epam Systems

Which one would you suggest for a Data Engineer.

YOE-6.5

like

Any referrals for QA Lead/Senior QA with 8+ YoE in UK/Canada?

like

I’m an Audit Senior looking to transition. I’m interested in real estate( potentially advisory- helping real estate companies and individuals plan financially and make better business decisions), entrepreneurship (working at a startup or building something from the ground) and I like business in general. What are my exit options? Also pls include what salary range I should ask for. Thanks!

like

I suck at presenting.. having English as second language doesn’t help ... any tips how to improve quicker?

helpful

Can someone explain how Visa's EAP program works? The cigna site says 7 sessions per issue. I see a drop down for type of issue. What if you have the same issue recurring and need more sessions? Can you select the same type of issue again?

like

It’s hard to understand COVID-19 rates of infection where I’m at or was, and the contracts was not inline with corporate ideals at least not in the IT sector. Their ideals was radical and the spread of harmful information on past events to prevent ethnicities to get vaccinated was alarming. It has highest infection rate in private sector. Don’t know death rates was strictly remote and put on non-sanctioned project NDA wasn’t signed and never knew until it came down the grapevine.

likefunny

I am currently in a coordinating role right now but not really sure how to move into a PM role? What kind of experience is needed? Any advice?

like

Hi fishes just 4 days remaining of LWD. Which one is better.
1. Sapiens
2. Rakuten
I'm Confused. Your valuable feedback please.

like

Today is my first birthday since my dad passed away last year, and I am also in the midst a divorce. Just feeling really low today. 🙁

like

What is the CTC tht one with 14 yoe can expect in Globant if being hired for Senior Project manager position ?

Can anyone let me know the salary ranges for client side media roles in Chicago? Looking at associate media manger and media manager roles, depending.

like

EY is having mandatory three week end of year shut down instead of the usual two. What is PwC, Deloitte and KPMG doing? This is Australia btw

likeuplifting

Does anyone work at Compass Pathways? I am super interested in moving to psychedelic research and want to apply for a coordinator role at their company. Would love a referral!

Additional Posts in Financial Advisors

Does anyone else dream about running away to live in a small cabin in the woods by themselves or is it just me?

like

Has anyone heard of, or tried using, the Paladin Registry?

like

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

like

What benefits, perks, and other work life balance things would you like your firm to have in an ideal world?

How do you create more personal (beyond just business) friendly relationships with clients 20+ years older? Where do you find common ground?

like

Favorite Non-Fiction captivating podcast?

like

Anyone have any suggestions on a RIA-Friendly custodian for 529 Plans? TD Ameritrade has an affiliation w the Nebraska Educational Savings Plan Trust (NEST). Has anyone had any experience with them?

like

If you were in a position to relocate, would you move to a locale where Baby Boomers are moving/retiring in a disproportionate #, w/the expectation your career success rate would be higher?

like

Is the cfp as hard as people says it is?

like

Curious how this past year has been for everyone? Are account balances pulling your income down? Or has you book been growing? New clients? Are current clients implementing more because they realize they hand no idea what to do? Or is everyone still scared and sitting in cash and short term fixed income?

like

And finally I can sleep better for 4 days! Happy thanks giving to me! 😊🍺

like

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

like

Anyone use a Mac for work? Can it handle Excel and PPT?

likehelpful

Anyone believe CFP's do a better job than non CFP? Or is it mostly a marketing plan?

like

Any tips for an introvert at a networking event? Find it hard to talk to people and keep a conversation going

like

Good client on boarding gift that isn’t cheap/cheesy, but also doesn’t say “I’m going to be making a lot of money from this relationship” ? LOL

like

There is a special place in hell for people who merge cells and add spacer columns.

like

I'm having a cold streak where a bunch of my leads are choosing to stay in the sidelines to "ride out" the volatility. I'm literally seeing this with everybody, from prospects to existing clients.

like

Married peeps, joint or separate checking accounts?

like

What’s your credit score and debt amount?

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal