Your Value Proposition Has Little Value

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I reviewed some advisor websites and I was confused by their value propositions.

Here are some of them:

  • Total transparency;
  • Value first;
  • Client obsessed; and
  • Making finances simple.

One firm had its staff photos prominently displayed with bios containing phrases like “craft beer enthusiast,” “lover of musicals,” “lifelong learner,” “experience seeker,” and – get this – “Swiftie (Taylor Swift fan).”