I am working on coming up with a way to communicate why someone would want to engage us to help them solve financial planning issues as opposed to any other Tom, Dick or Harry who calls themselves a “financial planner”? We are CFPs® (Certified Financial Planners™), but that only narrows the field down to me and about 65,000 others in the US (another 65,000 outside the US!).
We are fiduciaries and registered investment advisors with the Securities & Exchange Commission – that narrows the field down some, but doesn’t mean much to prospective clients (being a fiduciary, and being held to a fiduciary standard, means that we MUST hold our client’s interests first above our own in any advice we give or recommendations we make. A Stock Broker is NOT a fiduciary – their recommendations just need to be suitable; a subtle but important distinction).
So…I’ve been working on a UVP (Unique Value Proposition) statement for our firm (The Hogan-Knotts Financial Group). Here’s what I’ve got so far. Let me know what you think. Does my description capture our ”uniqueness” enough?:
Independent & trusted for almost 35 years, we are financial coaches, wealth managers & investment advisors maintaining a fiduciary, fee-only relationship with about 135 clients & their families. We create, document, implement, stress-test and monitor a client’s financial plan; manage their investments; keep track of all the financial details so they don’t have to; and meet every three months to measure progress toward their financial dreams. We move people from where they are today…to where they financially want to be in the future. “Planning today for tomorrow’s success!”
See you down the trail!
Timothy A. Knotts, CFP®, Certified Financial Planner™
