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The 3 Biggest Service Offer Mistakes Advisers Make


Right now the lens is on a few things in our industry. Service offerings are one of them.

I don’t think it’s all bad, but it’s definitely got many in a high state of awareness (fear?) about whether they’re getting what they paid for.

Related: The 3 WHYs to Finding Your Advisory Marketing Gold

I ran a live training session last month with our program members called The Service Conversation, diving deep into some clear strategies, frameworks and wordings to talk with new clients, engaged clients and disengaged clients about your service offer.

I wanted to share part of it.

In particular, the 3 most common mistakes I see advice make when talking about their service offer.

  1. The Double Decision
  2. Stacking the Offer
  3. Making It A Choice

Click here to watch the video and then let me know what you think.

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