How to Develop Your Client Value Proposition


Guide to creating your firm’s Client Value Proposition

Learning Objectives:

  • Understand the steps required to create your Client Value Proposition
  • Understand the linkage to your broader business plan
  • Articulate the benefits of engaging your services (unique differentiation).

Learning Outcomes:

At the end of this module, you will be able to:  

  • Refine your client value proposition and articulate it in a way that is clear and concise;    
  • Include your updated or new CVP in your business planning strategies and tactical activities; and  
  • Communicate your value proposition to clients, staff

Supporting Documents

For a copy of  Bob’s “ Guide to Implementing the CVP” contact:

Bob Blurton 


Mobile: 0488 403139


Working with financial planners whole career,
State Manager with AXA 17 years, Licensees (Charter and AXA FP)
Large second tier accounting firm as GM of wealth business
Set up own consulting business to share experience with other FP and business owners

Your General Manager

Complete the following quiz to confirm your learning outcomes (2.5 CPD Points)

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