How to Uncover Your Clients’ Definition of Value

Micah ShilanskiAdvisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives

What is value and how can you make simple changes to your communications to deliver massive value to your clients?

With Google at their fingertips, your clients could learn everything there is to know about financial planning, from Roth conversions to setting up trusts to tax law.

However, despite holding a wealth of information in their hands, your clients won’t find valuable insights on how to apply their newfound knowledge to their financial situation.

Chat GPT and search engines can’t give your clients the wisdom to apply what they learn to their specific situation. You won’t be out of a job because no artificial intelligence can replace your understanding and the value you provide through its application.

While there are many different aspects of delivering value, it all comes back to this fact:

As an advisor, you deliver value to your clients by helping them understand something that no one else has helped them understand.