The document discusses developing an effective client value proposition (CVP). It explains that a CVP is a clear articulation of the value and outcomes clients experience by working with a business. It provides examples of value maps and value propositions that focus on outcomes for clients rather than what the business does. The document emphasizes that an effective CVP must be backed up by delivery of value through client experiences, and it discusses factors like branding, relationships, and consistency that determine value delivery. It stresses the importance of planning implementation to communicate the value proposition successfully.
Overivew of Panther Capital Group\'s investment management business. My business partner and I founded the firm in November 2009 and are spreading the word.
Overivew of Panther Capital Group\'s investment management business. My business partner and I founded the firm in November 2009 and are spreading the word.
Corporate Profile detialing out the team, clientele and practice areas of Corporate Professionals Capital Pvt Ltd, a Category 1 registered Merchant Banker
Saks Gloweli (“SG”) is a boutique advisory firm which brings a unique service to clients doing business in China and Asia Pacific by combining strategic and managerial consulting expertise with financial advisory and investment banking expertise.
Discover how to unlock the most powerful tool in your saleskit - "stories" with Eleece Quilliam, National Manager of Invesco Consulting Australia.
Learn from Eleece how highly-effective advisers use 'StorySelling' to help them establish stronger personal connections and convert more prospects.
Corporate Profile detialing out the team, clientele and practice areas of Corporate Professionals Capital Pvt Ltd, a Category 1 registered Merchant Banker
Saks Gloweli (“SG”) is a boutique advisory firm which brings a unique service to clients doing business in China and Asia Pacific by combining strategic and managerial consulting expertise with financial advisory and investment banking expertise.
Discover how to unlock the most powerful tool in your saleskit - "stories" with Eleece Quilliam, National Manager of Invesco Consulting Australia.
Learn from Eleece how highly-effective advisers use 'StorySelling' to help them establish stronger personal connections and convert more prospects.
This is my school project for Theatre Appreciation. Each of us had to choose a different genre or tradition and pretend like we were directing a play of Little Red Riding Hood. This was my rendition--a modern tradegy. Warning--it's very tragic, and everyone dies.
2010 BDPA Natl Tech Conf Presentation Turning A Business Crisis Into A Reve...MJD Management Group
The workshop provides the audience with the opportunity to learn how to successfully resolve customer crises and how to position to facilitate sales after the crisis situation has been resolved.
Integrating the Role of Fee Earners, Marketing and BDRobert_Sawhney
Integrating the work of fee earners, marketing and BD: Presentation delivered at KPMG HK for the Asia Pacific Professional Services Marketing Association June 2010
Private Equity Investor Value CreationLLR Partners
LLR's Justin Reger presented at the 2013 Southeast Venture Conference, held March 13 - 14 in Charlotte, NC.
Justin presented on how to get the most out of partnering with an investor. Beyond securing capital to help grow a business, partnering with an investor can bring with it the strategic guidance, corporate development support, access to talent networks and other resources needed to help business owners achieve their goals. Learn how to get the most long-term value out of a partnership with your investor.
Customer Engagement Strategies Overview
The ADM Professional Community is a living example of the compelling value proposition for online communities that serve the automotive industry. ADM serves as proof that the impact of Social Media on the automotive vertical is more significant than widely understood. Be sure to visit the ADM Professional Community at http://www.AutomotiveDigitalMarketing.com or the acronym URL at http://www.ADMPC.com or the Twitter URL at http://ADM.fm today, and don’t just be a Lurker... Join!
Strategic Account Management Assn schematic of a 6-step value-selling process implemented by a Strategic, Key or Global Account Manager. Process aligns very closely to the actual job of a SAM and associated skills and behaviors. For more info visit www.strategicaccounts.org.
As a business owner in Delaware, staying on top of your tax obligations is paramount, especially with the annual deadline for Delaware Franchise Tax looming on March 1. One such obligation is the annual Delaware Franchise Tax, which serves as a crucial requirement for maintaining your company’s legal standing within the state. While the prospect of handling tax matters may seem daunting, rest assured that the process can be straightforward with the right guidance. In this comprehensive guide, we’ll walk you through the steps of filing your Delaware Franchise Tax and provide insights to help you navigate the process effectively.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
India Orthopedic Devices Market: Unlocking Growth Secrets, Trends and Develop...Kumar Satyam
According to TechSci Research report, “India Orthopedic Devices Market -Industry Size, Share, Trends, Competition Forecast & Opportunities, 2030”, the India Orthopedic Devices Market stood at USD 1,280.54 Million in 2024 and is anticipated to grow with a CAGR of 7.84% in the forecast period, 2026-2030F. The India Orthopedic Devices Market is being driven by several factors. The most prominent ones include an increase in the elderly population, who are more prone to orthopedic conditions such as osteoporosis and arthritis. Moreover, the rise in sports injuries and road accidents are also contributing to the demand for orthopedic devices. Advances in technology and the introduction of innovative implants and prosthetics have further propelled the market growth. Additionally, government initiatives aimed at improving healthcare infrastructure and the increasing prevalence of lifestyle diseases have led to an upward trend in orthopedic surgeries, thereby fueling the market demand for these devices.
Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
Unveiling the Secrets How Does Generative AI Work.pdfSam H
At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
2. Today’s Session
• What is a client value proposition?
• Developing your client value proposition
• Delivering value to your clients
2
3. Do you feel you could
confidently tell the person
next to you the value you
provide to clients in a clear
and concise way that
represents your offer
accurately?
3
4. Today’s Session
• What is a client value proposition?
• Developing your client value proposition
• Delivering value to your clients
4
5. Client Value Proposition
CVP
Clear articulation of value Delivery of outcomes
Outcomes the client experiences Service, image & relationships
when dealing with your business that determine value
5
6. Future of Advice
Importance of CVP
• Removal of commissions, volume based
payments and % based fees on geared
investments
• Statutory fiduciary duty for financial advisers
requiring them to act in the best interests of their
clients
• Flexible payment options with a requirement for
clients to agree to the fees and annually renew
(by opting in) to continued services
6
7. Today’s Session
• What is a client value proposition?
• Developing your client value proposition
• Delivering value to your clients
7
8. Your Value Story
• Framework for client
Clear articulation of value conversations
• “What’s in it for me?” message
• What your referrers say
Outcomes the client experiences • Converts prospects to clients
when dealing with your business • Reason that clients pay you
• Reason that clients stay with you
8
9. The Business Operating Model
Vision & Strategy
Target Clients
Client Value
Business Business
Advice and Service
Development Operations
Process
People & HR
Suppliers & Partners
9
10. What makes your business unique?
Getting started
• Yourself
• Existing clients
• Your team
• Market research
10
11. Value is in the eye of the beholder
Who is your target client?
11
16. Quick Exercise!
Your Strengths Transfer Mechanism Typical Results
Good Listener Coaching Trust & Rapport
16
17. Targeting a specific client group
Example - Retirees
Navigation during a key
Retired watershed moment
Professional and ethical guidance:
• Education on living on capital Comfort, security,
• Coaching and reassurance
about market fluctuations
= trust & peace of
mind
• Consistent cash flow to live
how you want to live
• Security of income for lifestyle
17
18. Client Value Map
Example
Value Service Image Relationship
Holistic Advice Offer Genuine interest in our Partner approach
• Clear picture of financial clients
Maximise Trusted adviser
future Professional
opportunities Flexible depending on
• Solve your specific problems
Ethical client need
• Risk strategies
Knowledgeable Pro-active and focussed
• Superannuation & retirement
Caring on capitalising on
Empowerment strategies
opportunities
• Investment strategies Pro-active
Objectivity & guidance
Service Partnership Approachable
Experience &
• Pro-active contact
Experienced perspective
Informed decisions • Education for positive $
behaviour Resourceful Focused on building the
Objective future
• Guidance at key moments
• Navigation through change
Comfort, security, • Reviews to stay on-track
trust & peace of mind
18
19. Articulating your value
Example
“We provide pro-active advice to ensure that our clients
make the most of their opportunities.
Our team is committed to providing a level of service and
education that empowers our clients to make informed
decisions that build their future.
We work with our clients to identify issues related to life
style, personal circumstances and changing financial
impacts to then take action in terms of positive changes to
their financial context.
Our clients want to make the most of their opportunities.
The first step is to meet so that we can identify and
understand personal circumstances so that we can present
a number of options to help maximise opportunities,
create peace of mind, solve specific issues or navigate
through change.”
19
20. Today’s Session
• What is a client value proposition?
• Developing your client value proposition
• Delivering value to your clients
20
21. Your Client Experience
• Creating unshakable belief in your
Delivery of outcomes value
• What you do to deliver value
• The way that you do it
Service, image & relationships • How you engage your clients
that determine value
• Projecting your brand and image
• Ensuring a consistent client
experience
21
22. It’s the centre of everything you do
Advice &
Service
Sales Delivery
Service you deliver
People &
Client Culture
Experience
Image your portray
Marketing
Operations Relationships you hold
Business
Strategy
22
24. Key Messages
• A CVP is all encompassing and highlights your point of
differentiation
• Clearly articulate your value by focussing on the outcome for the
client – not what you do
• Intangible outcomes are the most powerful influencers of
purchasing decisions
• Ensure delivery of outcomes and make the client experience the
centre of everything you do
• Plan, plan and plan again for implementation
24
