The Value Gap

There is only one sustainable competitive advantage professional advisers have today. That is, the depth and value of relationship between client and adviser. 

This simple yet complex dynamic is predicated on the client's belief that by working with their adviser and advice business, their financial security is assured. All of this leads towards the client’s measure of success - the ability to meet goals and objectives in the client’s desired time frame.

The Value Gap uncovers the discrepancy between adviser perception of client confidence and that of the client when it comes to goal achievement. It explores why client confidence levels matter and the systemic opportunities available to advisers to increase client confidence levels and enhance value propositions. 

The Value Gap reveals opportunities for growth, including potential new markets and provides a 5-Point Blueprint for Success.