Getting Ready to Plan Some Things to Think About

Defining and Communicating Your Unique Value

What is it about you or what you do that is better than any other advisor in your market? Often advisors struggle with this question. How do you define what it is that makes you and your practice valuable to your clients? Here are some questions to help your thought process. What is unique in your marketplace about:

1. What you have experienced in business or in life?

2. Your work ethic and values?

3. Your style of communications?

4. Your Structured Investing philosophy?

5. The relationships you develop with clients?

6. Your approach to getting to know your clients and their goals?

7. Your knowledge of _____?

8. Your concern about _____?

9. Your interest in _____?

LWI Financial Inc. (“Loring Ward”) Securities offered through Loring Ward Securities Inc., member FINRA/SIPC. #07-395 (09/07) Advisor Use Only – Not for Public Distribution 10. The financial planning you do for clients?

11. The way you apply _____ to _____?

12. The way you study _____?

13. The way you approach risk?

14. They way you approach income needs?

15. The way you approach tax considerations?

16. The way you approach estate/legacy planning?

Loring Ward Advisor Services, a division of LWI Financial Inc. Securities offered through Loring Ward Securities Inc., member FINRA/SIPC. #07-xxx (xx/07) Advisor Use Only – Not for Public Distribution