Setting Your Proposals Apart

The financial advisory world poses stiff competition as you are working to win new business. One area that you can set yourself apart to potential clients from the competition is through your proposals. SII Investments' mission is to effectively provide our registered representatives with the tools and servicesthey need to be successful in the financial services industry. The SII team wants to share some tips to help set your proposals apart.

Increase the Value of Your Practice

It is important to have key differentiators that will help set your financial services practice apart from others. For any type of service-based business, conveying your deliverables is crucial for gaining new clients and focusing on reaching professional goals. Listing your value proposition on your proposal will help increase the worth of your financial services practice. Core values that you can base your proposition off of include:

  • Organization
  • Accountability
  • Objectivity
  • Proactivity
  • Education
  • Partnership
Add Financial Consulting Services

Clients can have a wide-range of financial advisory needs that require analysis such as a particular investment or financial situation. Offering financial consulting services on these topic areas are one place you can differentiate your proposals from the competition. With many life stages needing financial planning, you, as the financial representative can offer specialized consulting services for your clients such as:

  • Ongoing advice
  • Specialty services
  • Financial planning for retirement, estates, and college
Use a Financial Asset Management Platform that Stands Out

A powerful tool for financial advisors is a financial asset management program. These streamlined platforms leverage technology, resources, and tools to help you effectively address your clients' investment needs. SII Investments offers a comprehensive selection of advisory platforms to help its affiliated representatives operate a successful fee-based financial practice. These platforms allow you to offer in-depth, specialized asset management analysis on your proposals that will help meet and grow your clients' financial service needs.

SII Investments is dedicated to providing its registered representatives with the resources they need to grow their financial services practice. Let SII help you build your practice to provide the best possible service, integrity, and innovation to your clients. Learn more about transitioning to SII Investments and contact us today.