Creating a sustainable practice
We offer resources to help you build, grow, and manage your practice—covering everything from communicating your value and mastering your digital presence to prospecting effectively.
Communicating your value
Helping you articulate the value you bring to your client relationships for the fees you charge
This module is designed to educate financial professionals on how to turn your competitive strengths into simplified messages that will help you retain existing clients and compel prospective clients to take action. In addition to providing insight into your unique value proposition (UVP) and core story, it offers a unique approach to developing process in your practice, which helps create efficiency and communicates to clients the experience they can expect and the value you deliver. We also discuss how to amplify your brand and how to confidently communicate fees in a transparent way that helps prospective clients connect the standard of care they can expect and the fees that you charge.
Main presentation
Discover how to transform your competitive advantages into clear, compelling messages that resonate with clients with our Communicating your value presentation.
Supporting documents
Leverage Manulife Investment’s editable graphics to create your core story/standard of care and the processes that are at the heart of your delivery of investment and wealth management services.
Use this fillable worksheet to help you brainstorm your UVP and your core story/standard of care.
Videos
Access our Communicating your value video series, designed to help you articulate the value you bring to client relationships.
Continuing education
Find digital CE-accredited courses to enhance your practice knowledge. Effortlessly monitor your course progress and instantly download the completed course credits.
Need guidance on practice management? We’re here to help
Use our request a callback feature to connect with a knowledgeable representative who can walk you through the essentials of practice management and answer your questions.
Important disclosures
Important disclosures
The information provided in this presentation is for advisor use only and is not intended for the general public.
All overviews and commentary are intended to be general in nature and for current interest. While helpful, these overviews are no substitute for professional tax, investment or legal advice. Clients should seek professional advice for their particular situation. Neither Manulife, Manulife Investment Management Limited, Manulife Investments, nor any of their affiliates or representatives is providing tax, investment or legal advice.
This material was prepared solely for informational purposes, does not constitute an offer or an invitation by or on behalf of Manulife Investments to any person to buy or sell any security and is no indication of trading intent in any fund or account managed by Manulife Investments. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Unless otherwise specified, all data is sourced from Manulife Investments. Manulife Investments is a trade name of Manulife Investment Management Limited.
Certain statements contained in this communication are based in whole or in part on information provided by third parties and Manulife Investments has taken reasonable steps to ensure their accuracy but can’t be held liable for such information being inaccurate. Market conditions may change which may impact the information contained in this document.
Manulife, Manulife & Design, Stylized M Design, and Manulife Investments are trademarks of The Manufacturers Life Insurance Company and are used by it and by its affiliates under license.
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