Examining your service proposition

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Examining your service proposition
Simon Gibson Atkinson Bolton
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Do you know what it is yet?
Thoroughbred Wealth Management
Creating and Preserving Wealth

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Clients are looking for value

• What is of value to your clients?
• It wont be the same for all of them!
• Do you know?
• Did you ask?
• Has it changed?
• How do you deliver?

Thoroughbred Wealth Management
Creating and Preserving Wealth

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Know what you know

• Donald Rumsfeld he was right!!!

There are known knowns. These are things we know
that we know. There are known unknowns. That is
to say, these are things that we know we don't
know. But there are also unknown unknowns. These
are things we don't know we don't know.
Thoroughbred Wealth Management
Creating and Preserving Wealth

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Know what you know part 2

• 100 honest, and right as often as possible

Creating and Preserving Wealth Financial
Pilots The Journey Abundance Model Portfolios
Thoroughbred Wealth Management
Creating and Preserving Wealth

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What are YOU worth?

• Your service proposition

Know it, deliver on it, live it .
Does it cost millions? NO how much does a nice
cup of coffee, tea, hot chocolate, coca cola,
mineral water or juice cost? Remember me?
Thoroughbred Wealth Management
Creating and Preserving Wealth

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What might good advice and service look like?
Thoroughbred Wealth Management
Creating and Preserving Wealth

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Do YOU know what it is yet?
Thoroughbred Wealth Management
Creating and Preserving Wealth