Invesco’s PlanForward Consulting Series: Developing Your Value Proposition has been designed from a customer perspective, which includes a survey advisers can use with their clients. Advisers will also receive assistance from sales personnel with expertise on Invesco’s language research.
The program include:
- Client Survey: The PlanForward Consulting Series provides an electronic survey that is easy for financial advisers to send, easy for plan sponsor clients to answer, and simple to convert into meaningful feedback about the clients’ perceptions of the adviser’s value.
- Assessment and Messaging: The program includes a step-by-step process for building a value proposition and integrating findings from the client survey. The process walks the adviser through determining their defining attributes as a firm, crafting benefit statements that correspond to those attributes, and adjusting the message depending on the nature of the presentation (Request For Proposal, PowerPoint presentation, etc.).
- Delivery Assistance: The PlanForward Consulting Series program will be supported by Invesco’s Retirement Plan Consultants, who will lead clients through the entire process – from survey to value proposition development to effective and efficient presentation of the value proposition.
In March, Invesco rolled out PlanForward Foundations, a series of toolkits designed to help financial advisers grow their defined contribution (DC) business (see “Invesco Unveils PlanForward Project“).