Advisor Value Proposition Framework
Connect claims to a target advisor’s priorities and credible proof.
Organization: _______________________ Owner: _______________________ Date: ______________
Your working context
Organization: wirehouse / broker-dealer / RIA / OSJ / third-party recruiting firm / other
Your role: ____________________ Responsibilities you own: ____________________
Mark practices outside your responsibility as not assessed. Identify the appropriate owner before treating them as gaps.
| Priority / claim | Why it matters to this target | Current proof / limitation |
|---|---|---|
| Target advisor context | ||
| Economics and ownership | ||
| Technology and operations | ||
| Investment and planning platform | ||
| Practice growth support | ||
| Autonomy and culture | ||
| Succession and continuity | ||
| Client and recruiting experience |
Priority action: __________________________________________________________________
Evidence we will review: ___________________________________________________________
Owner and review date: _____________________________________________________________
An HNTR working framework. No industry benchmarks, guaranteed results or proprietary advisor scoring are included.