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A value proposition for young millennial clients

A value proposition for young millennial clients

Chris Carlin & John Cachia
A value proposition for young millennial clients
Chris Carlin & John Cachia
A value proposition for young millennial clients

A value proposition for young millennial clients

A big thank you and virtual high five to Chris Carlin and John Cachia. Two XY Advisers (and total legends) joined us live in yesterday’s XY+ web event to take us through how they are engaging and delivering advice to younger millennial clients. This session really ignited off the back of a super popular discussion on the platform talking about exactly this – engaging millennial clients.

Chris and John were super open and willing to share. They ran us through their value proposition, how they actually bring on younger clients into their business and what those meetings look like?

We ran through their business model, the types of fees that they are charging, how much they’re charging, how they’re positioning those fees with clients and how they’re articulating the value of their advice. We went through their business process, to really understand how they can deliver that advice while continuing to build a sustainable practice.

We also touched on fee sensitivity and how both Chris and John approach this when clients or prospects are turned off by the cost of advice. A great discussion and a healthy dose of peer-to-peer learning.

John’s XY Profile
Chris’ XY Profile
Chris’ website – Master Your Money Now

2 days ago

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Category:

Marketing

A big thank you and virtual high five to Chris Carlin and John Cachia. Two XY Advisers (and total legends) joined us live in yesterday’s XY+ web event to take us through how they are engaging and delivering advice to younger millennial clients. This session really ignited off the back of a super popular discussion on the platform talking about exactly this – engaging millennial clients.

Chris and John were super open and willing to share. They ran us through their value proposition, how they actually bring on younger clients into their business and what those meetings look like?

We ran through their business model, the types of fees that they are charging, how much they’re charging, how they’re positioning those fees with clients and how they’re articulating the value of their advice. We went through their business process, to really understand how they can deliver that advice while continuing to build a sustainable practice.

We also touched on fee sensitivity and how both Chris and John approach this when clients or prospects are turned off by the cost of advice. A great discussion and a healthy dose of peer-to-peer learning.

John’s XY Profile
Chris’ XY Profile
Chris’ website – Master Your Money Now