
Sign up to save your podcasts
Or


Jordan discusses why adding too many "value-adds" to your financial advisory services might actually be hurting your clients and your business.
Drawing from his experience working at a hot dog shop famous for its special sauce and simple menu, Jordan illustrates the power of a focused core value proposition. During this episode you'll learn:
The importance of identifying what truly makes your services unique
Why your clients need to understand that value
How to reliably and consistently deliver that value.
Before you jump into offering additional features or services, Jordan challenges you to consider whether these value-adds support or distract from your core offering. Tune in to learn how simplifying your services can enhance client satisfaction and make your business more referable.
By Jordan Haines, CFP®4.8
3535 ratings
Jordan discusses why adding too many "value-adds" to your financial advisory services might actually be hurting your clients and your business.
Drawing from his experience working at a hot dog shop famous for its special sauce and simple menu, Jordan illustrates the power of a focused core value proposition. During this episode you'll learn:
The importance of identifying what truly makes your services unique
Why your clients need to understand that value
How to reliably and consistently deliver that value.
Before you jump into offering additional features or services, Jordan challenges you to consider whether these value-adds support or distract from your core offering. Tune in to learn how simplifying your services can enhance client satisfaction and make your business more referable.

138 Listeners

2,178 Listeners

941 Listeners

742 Listeners

260 Listeners

8,603 Listeners

462 Listeners

244 Listeners

114 Listeners

25 Listeners

135 Listeners

991 Listeners

144 Listeners

15 Listeners

25 Listeners