Your value proposition is your “pitch,” “calling card,” or “elevator speech.” Your value proposition is one of the most powerful prospecting tools you can have in your arsenal. Whether your retirement practice consists of a sole practitioner or a team, a succinct value proposition can help you articulate your expertise and differentiate your services with prospects and existing clients alike.

Your value proposition should include three main components: who you service, what you offer, and the outcomes you deliver. To help you craft and promote your value proposition, our fillable worksheet "Building Your Value Proposition" provides exercises to help you identify your:

  • Target audience
  • Expertise and niche services
  • Measurement for success