The October 2022 Women & Finance Knowledge Circle will be held on Thursday, October 13th at 2 pm ET.
Knowledge Circle host Gretchen Halpin will be presenting, "Connecting your UVP to Business Development and Marketing"
A great value proposition key to any successful business, yet many financial advisors struggle to create one that truly sets their firm apart from the competition. During this session, Gretchen Halpin, Co-founder of Beyond AUM will teach you how to craft a value proposition that is client-centric and compelling; and show you how to use it in your growth and marketing efforts to drive results and deeper relationships.
You'll learn how to:
- Define what a value proposition is and why it's important
- Understand the elements of a strong value proposition that is focused on your clients
- Incorporate your value proposition into your marketing and growth tactics
By the end of this webinar, you'll have the tools and knowledge you need to message with clarity and act with intention.
Gretchen Halpin is a strategic visionary with over 25 years of leadership and marketing experience. In her work with financial professionals and teams, Gretchen's primary focus is to accelerate and guide organizational growth in a positive, sustainable way. From successful entrepreneur to jack-of-all-trades, Gretchen's career path and journey to success have been guided by one true passion: to help people create the life and business they want, even when that means challenging the status quo.
Gretchen specializes in pioneering strategy and growth initiatives that drive success across every aspect of a business — from vision and objectives, to marketing and business development, to the overall client experience. Her top priority is to ensure that all decisions and initiatives are aligned with the mission and values of the firms in which she works. Gretchen has helped firms achieve success by elevating their brand identity and story to internal and external audiences, seizing new business opportunities, driving organizational change and translating strategy into action across all levels of the business.
But her ability to morph big-picture ideas into action and results goes beyond her current focus; it derives from her experience as the driving force behind several successful business ventures. As a co-founder of Beyond AUM, Gretchen and her team created and implemented a growth, marketing and technology plans for independent financial advisors across the country. Gretchen believes in working directly with advisors and their teams in order to cultivate a deep understanding of the importance and impact of their service and help support their client relationships. These experiences drive Beyond AUM's passion to see the RIA industry continue to thrive into the future.