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Module 2: Workshop 1: Differentiation through effective messaging

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Learning: Skills & Abilities

One of the ways a financial professional can differentiate themselves in a crowded and competitive marketplace is by creating a clear, consistent and memorable message which resonates with clients long after they have left the room. Incorporating client benefits into this message is key. Why should clients choose to do business with you? This workshop is designed to help financial professionals develop and deliver a message that clearly answers that question. From our work with top financial firms across the globe, we have identified the best practices and mistakes to avoid when building a strong brand and message for your business.