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Enhance your business
Grow your practice and optimize your team’s performance in a complex and competitive environment.
Clients need to know that you're worth it. You need to defend, define, and deliver value to them.
Using a word specialist to study what clients think, there are three key things clients want from a financial professional.
Priceless, our business-building program, will help you show clients you’re smart with their money.
Are my service providers worth it? Many people ask themselves that question. It’s especially important for financial professionals to ensure clients know their value and that they’re worth it. Think of three Ds: defend, define, and deliver.
Invesco Global Consulting turned to word specialist, Maslansky + Partners, to study what investors think. What do they value and how should their financial professionals respond? Do they want low-cost or high-value? A financial plan or financial planning? Discretionary accounts or financial professional-managed accounts? We learned there are three key things clients want from a financial professional:
Our business-building program, Priceless, the language of value, will teach you how to show that you’re smart with their money, that you can help them with more than money, and how you can communicate their progress toward their financial goals at review meetings. Three key strategies:
1. Have a smart statement
Use a 30-second smart statement on costs and your value to show you’re smart with their money.
2. Make the most of client reviews
Prioritize client reviews with a pre-meeting checklist, agenda, and client-centered opener.
3. Words to use — and lose
Communicate with words that resonate with your clients. It’s not what you say, it’s what they hear.
Read the Priceless program overview.
It's all part of our focus on you. Invesco Total CX is a powerful all-in-one platform that is designed to empower you to achieve greater possibilities for your clients, business, and portfolios.
Enhance your business
Grow your practice and optimize your team’s performance in a complex and competitive environment.
Connect with your clients
Elevate your client interactions with the support of our time-tested client-management strategies, insights and resources.
Optimize your portfolio
Strengthen your investment process and outcomes with a range of products and expert guidance.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
"Priceless" is based on Invesco Global Consulting's work with Maslansky + Partners and "The Questions Guys" (Brett Nicholaus and Paul Lowrie). Invesco Distributors, Inc. is affiliated with neither Maslansky + Partners nor "The Question Guys."
This material is for illustrative, informational and educational purposes. We make no guarantee that participation in this program or utilization of any of its content will result in increased business for any financial professional.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices.
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This link takes you to a site not affiliated with Invesco. The site is for informational purposes only. Invesco does not guarantee nor take any responsibility for any of the content.