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Helping Advisers Grow with Offense and Defense

Helping Advisers Grow with Offense and Defense

Released Wednesday, 27th May 2020
Good episode? Give it some love!
Helping Advisers Grow with Offense and Defense

Helping Advisers Grow with Offense and Defense

Helping Advisers Grow with Offense and Defense

Helping Advisers Grow with Offense and Defense

Wednesday, 27th May 2020
Good episode? Give it some love!
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Michael and Eric's debut episode of the Adviser Playbook. They describe what this series is all about, and dive into this episode all about value proposition. The main takeaway is that in order to tell a better story about yourself and your business you must ask yourself: 

  • What do you do? 
  • How do you do it? - Who do you do it for? 
  • What are the benefits in working with you? 

Doug Orton from MFS is their interview guest.

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