We’re currently in a place filled with change. Take advantage of the opportunity to reset, provide clarity to your clients and potentially reduce their anxiety, and ultimately better your practice and your engagements with each of those clients.
Once you’ve completed the second course on effectively communicating with clients , create the three clear points for your business and build a regular practice of reviewing those points.
Resetting for success
Thinking about your most valuable clients, consider what it is that they value most in working with you. Look at your most costly influencers too, to try to understand what it is that they expect that you don’t deliver. Using the information from each of those groups, you can hone in on what it is that you truly offer to clients, and what sets you apart from the competition.
Thinking about your business, answer the following questions. Remember to be as specific as possible.
Building the Message: Pick Three Key Points
What are the three key messages that you want to embed in every conversation with your clients? What is bespoke to you and your offering versus your competitors? Your three keep points need to be aligned to your values in order for them to be authentic.
When you have determined your key points, take the time to reflect on them regularly:
Keeping this exercise alive will help you to stay focused on goals. When you’re ready for the last class in the series, you can find it here .
This content was created by Dr. Leo Flanagan and Dr. Roger Sherman at The Center for Resilience as part of a partnership with SPDR ETFs for the Masterclass Virtual Experience. © 2020, Leo F. Flanagan, Jr, PhD and Roger Sherman, PhD. All rights reserved.