How to Create Value for Clients Consistently

The biggest mistake I made in business development? (And the one I see others make every week…) Asking for the business before I gave any value. ❌ I’d pitch. ❌ I’d present. ❌ I’d try to impress. But it rarely worked, and never felt right. What I finally learned was this: You don’t earn trust by selling. You earn it by giving, long before you ever make an ask. So, if you want to become the kind of advisor clients  seek out… ✅ Start with value.  ✅ Lead with generosity.  ✅ Then let trust do the rest. Here are 8 of my favorite ways to offer value before  asking for business: 1. Make a Strategic Introduction → Connect them to someone helpful. Your network  becomes part of your value. 2. Ask for Their Perspective → Curious questions create more respect than pitch  decks ever will. 3. Send a Thoughtful Surprise → A book, a note, a resource. Relevance shows you’re  paying attention and that matters. 4. Share Tailored Insights → Generic = forgettable. A timely idea, just for them, can  open big doors. 5. Invite Them to Something Exclusive → Roundtables or niche events. Scarcity adds value.  Inclusion builds connection. 6. Host a Problem-Solving Session → Brainstorm a real issue together. Let them experience  your thinking in action. 7. Offer a Mini-Diagnostic → Spot something they didn’t know was broken. It  reframes you from seller to solver. 8. Provide a Sample of Your Service → No pressure. Just a preview. Let them feel the value  before the ask. Here’s the shift: Don’t try to close a deal. Try to open a relationship. Give first.  Then give a little more. And I promise the results will take care of themselves. 👉 Which one will you try this week? ♻️ Valuable? Repost to help someone in your network. 📌 Follow Mo Bunnell for client-growth strategies that don’t feel like selling. Want the full cheat sheet? Sign up here: https://lnkd.in/e3qRVJRf 

A client recently asked, “We’ve always won with our prices, but now it’s not cutting it. What shifted?” Here’s what happened: The market evolved, customer needs shifted, yet their strategy stayed the same. After reassessing their approach and making a few key adjustments, we saw immediate results: customer engagement soared, brand loyalty grew, and sales exceeded expectations, without having to lower prices. The truth is—competing on price is a losing game. True success comes from standing out in ways that don’t rely on discounting. I call this the “Value-First Growth Strategy.” It’s about creating a brand that customers want to support, not just because it’s cheap, but because it speaks to their values and needs. Here’s how to apply it: 🔸 Focus on Your Brand’s Story • Share your brand’s mission, its values, and the purpose behind what you do. • People connect with stories that resonate with their beliefs. The benefit: A powerful story creates a deeper connection, making your brand unforgettable. 🔸 Offer Exceptional Customer Experience • Create a seamless and personalized experience for every customer. • Make communication easy and every touchpoint memorable. The benefit: A great experience drives loyalty and referrals that go beyond price. 🔸 Create Emotional Connections • Engage your audience by speaking to their hopes, challenges, and dreams. • Build messages that feel personal and relevant. The benefit: Emotional connections foster lasting relationships that transcend cost. 🔸 Be a Thought Leader in Your Industry • Share valuable insights and engage in meaningful conversations within your niche. • Position your brand as a trusted advisor. The benefit: Being recognized as an expert builds credibility, making price less of a concern. 🔸 Create Exclusivity and Urgency • Offer special deals, limited-time products, or exclusive features. • Create a sense of urgency that adds premium value to your brand. The benefit: Exclusivity increases perceived value and drives urgency to act. 🔸 Highlight Social Responsibility and Sustainability • Show how your brand supports causes that align with your audience’s values. • Communicate how you’re contributing to positive change. The benefit: Consumers gravitate toward brands with a purpose and are willing to invest in that alignment. 🔸 Keep Improving Your Product or Service • Continuously refine your product or service to meet evolving customer needs. • Commit to quality and innovation. The benefit: Continuous improvement shows your dedication to excellence, justifying your pricing and fostering trust. The truth? Standing out without competing on price is all about the value you offer, and the connections you create. How are you differentiating your brand without relying on price? Drop a comment! ⸻ ♻️ REPOST if this resonated with you! ➡️ FOLLOW Rheanne Razo for more B2B growth strategies, client success, and real-world business insights.

90% of financial advisors do not make it 3 years. And I hate it. Many advisors fail solely because they don't know what to do. → Where to start. → Where to focus. → What to work on. Today, I will give you everything that has led to my practice succeeding and growing over 300% year over year since 2022. (This can help if you are in any service industry) 1. I have a specific ideal client in mind with every business decision I make. I have taken time to write out his: → Made-up name → Family situation → Career and Income → Biggest fears and pains → Desired reality and dreams 2. We only position our service as ongoing planning. I don't believe in a one-time plan. What good is that? It's only a snapshot in time. We do a plan every single year that clients work with us. Based on client feedback, they get the most value from the unstructured impromptu calls when big life decisions come up. Having our team on retainer, ready to go when needed, is what clients value most. (So we've been told) 3. We are constantly quantifying value. A lot of our value comes from non-quantifiable sources, certainly. But for anything we CAN quantify, we are doing this at every juncture of the relationship. → Our service is not cheap. → We charge in line with that. → We are a premium financial service. We want our clients to be reminded of the value they are getting. When you pay a premium for something, it's nice to know you're getting value far above that if you are. 4. We accept that we are not the experts in everything and play Quarterback. In a typical relationship with our team, it is not uncommon for us to refer our clients to 4-5 trusted professionals. You need to bring in the brain surgeon for brain surgery - 'nuff said. Whatever niche area of planning arises, we will engage outside professionals if it means the client gets better results. 5. Focus all your time on clients and prospects. As soon as you can, remove yourself from everything other than getting new business or meeting with existing clients. Those 2 activities are far and above the most valuable activities. When you don't need to worry about where your next client is coming from, it's really easy to be fully present with your existing clients. 6. Build your personal brand. Even if you don't get clients from being active online, your content keeps you top of mind with your existing clients. In closing... I wish I could tell you that I came up with all of this but I haven't. → I've been mentored and coached by amazing people. → I've listened to hundreds of clients over the years. All of this is the culmination of those 2 things. P.S. Do you like my new glasses? 🤓