Our Beliefs...
Discovering Your Value™:
We believe...
- The single most compelling story that you have to represent is "you."
- Most individuals do not truly know their value - they wing it!
- If you don't know your value, you will have trouble pricing your value.
- If you don't properly know your value and have trouble pricing your value with integrity, you will be challenged to sell your value.
- Most individuals are not up for the challenge to be extraordinary.
Pricing Your Value®:
We believe...
- You need to know your value before you can price your value.
- Pricing your value is one of the most important business decisions you need to make.
- Most financial entrepreneurs (FEs) do not apply enough time, thought or rigor in pricing their value.
- To run your practice like a CEO, you need to manage three critical elements: the value you deliver, how your clients perceive value in the relationship and your price.
- When your clients appreciate your value, you can fully Realize Your Value™(PriceMetrix)
Relationship Time Out™:
We believe...
- You need to tighten up your client experience so that it becomes clear, compelling and memorable.
- You need to look at your most valued clients in the eye and find out how they really feel about you.
- You need to be Olympian with your conversational skill set.
- You need to create experiences that align your passions to theirs.
- You need to eradicate the dreaded disease of "I didn't know you did that!"