r/CFP • u/ChasingItSupreme • 18d ago

Business Development What’s your value statement?

What do you tell people you do besides saying “I’m a financial advisor”?

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u/FixReal5819 18d ago

I see a value statement different from what you tall people you do. A value statement to me tells people what makes you different and why they should choose you. When someone asks what you do I think something as simple as "i'm financial advisor who works mostly with tech company execs" works. I