Business Development

A Value Proposition Shift

"If you always do what you’ve always done, you’ll always get what you’ve always got" –Anonymous

Does this sound familiar when talking with an existing or potential SEG? "We are a not-for-profit financial cooperative and provide your employees with great rates and superior service – AND we’re a totally FREE benefit." If so, it’s not enough. "Free benefits" are a dime a dozen. We wonder why some (often more than we’d like to admit) SEGs go radio silent on us. Often what makes the difference is how effective we are at building relationships with the right people. That’s important, but to truly differentiate and get raving support and engagement we need a compelling value proposition. What’s in it for them?

I’m sure you’ve all heard the term "Financial Wellness" before – THAT is what we bring to the table.

Becoming a financial wellness benefit is about the SEG. Why? We can help their bottom line and we can spell it out for them. Financial stress is a huge problem in society and employers are starting to recognize the impact; lower productivity, increased absenteeism, and higher healthcare costs due to stress. Join Julie as she guides you through the steps of how to fully incorporate and execute a financial wellness value proposition. Shifting your thinking, communication techniques, presentations, deliverable, and marketing strategies will open more doors and get you even better results.