Click to Play

What You'll Learn In Today's Episode:

  • What makes a value add a value add.
  • Why you need to create a system for your value adds.
  • Why you should always be planning ahead towards your next value add.
  • The importance of involving your team in each value add.
  • That value adds should be simple and easy to understand.
  • How value add reports help empower clients.

Value adds aren’t a catchphrase; they’re a way to provide specific, actionable advice to clients. But as with anything you choose to implement in your office, value adds should not only be systematized, but they also need your team’s involvement. On today’s episode, Matt and Micah will talk about how while value adds take time, by producing them, you’re providing an opportunity for your clients to see the work you do for them as well as empowering them to take control of their finances.

Listen in as they discuss that value adds don’t need to fit 100% of your clients and that the most important step you take is to do them. They’ll also share what you need to take into consideration when providing value adds, such as your team’s understanding and quality control.

Resources In Today's Episode:

Recommended Podcast

The Complexity Curve with Guest Paul Saganey

Asking thought-provoking questions and the art of visualizing and addressing client challenges.

See More

Throwback: Asking Questions That Matter For Estate Planning

How to deliver massive value items, specifically several things we need to focus on as advisors to make sure we’re always exceeding expectations.

See More

Mastering Communication, Delegation Secrets, and Personal Growth

Mastering communication skills to impact your client and prospect meetings.

See More

Contact Us