Annamaria Testani, Senior Vice President, National Sales at National Bank Investments leads us in an enlightening conversation about developing a client communication journey that can have a dramatic positive impact on raising the value of your stock as an advisor with each and every client.

As an advisor you’re operating in a field along with thousands of your competitor peers. The investment industry is becoming increasingly commoditized in terms of its offerings of solutions. Setting yourself apart from the field has always been a significant challenge you’ve had to overcome. So, how can you set yourself apart, how do you differentiate your offering, today, to be successfully competitive?

How to Adapt Your Value to Conquer Disruptive Change

As an advisor you’re operating in a field along with thousands of your competitor peers. The investment industry is becoming increasingly commoditized in terms of its offerings of solutions. Setting yourself apart from the field has always been a significant challenge you’ve had to overcome. So, how can you set yourself apart, how do you differentiate your offering, today, to be successfully competitive?

In the third and final segment, you will discover a line of conversation that serves to subtly make your clients aware of the value of the benefits they receive from their relationship with you.

We discuss how to take what you have learned in the process with your clients, and at every step of the way, use it to adapt your methods, and reframe your practice as your clients’ most invaluable advisor. You’ll also how learn to adapt and differentiate yourself highly to disruptive changes taking place in the industry and investing, by easily taking charge of difficult or controversial advisory topics.