Managed Portfolio Academy
Module 5 – Seven simple steps for implementing managed portfolios
Step 3: Articulate your desired client value proposition and segmentation needs
- Have you completed analysis and segmented your client base?
- Have you identified managed portfolio client suitability and priority roll-out timing?
- How well do you understand your client value equation? (CVE = client revenue [linked to client perceived value] less cost of delivery)
- How do you envisage managed portfolios improving your efficiency and cost of delivery?
- How do you plan to articulate additional value that clients will receive as a result of using managed portfolios?
- What will your service model to clients look like and can it be articulated by all in your business?
- Is your client fee structure aligned to the new service and value delivered to clients?