Showing Value as a Family Office Practitioner
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Showing Value as a Family Office Practitioner
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Christi welcomes listeners to the Family Office Success Podcast and interviews professional coach Michèle Soregaroli about how practitioners can show value and avoid disconnects between the value they believe they deliver and what clients actually perceive. Michèle explains that mismatches come from limited communication about what each party wants and the “filter” clients use to judge value beyond technical expertise.
She recommends asking better questions about what a successful relationship would look and feel like, what clients have liked or found frustrating before, and why the service matters, emphasizing that clients are buying an experience as much as an outcome. Using restaurant and “steak” analogies, they discuss differentiation, aligning offers to client values, and the business costs of taking mismatched clients, as well as the integrity and referral benefits of identifying fit early.
Connect with Michèle:
LinkedIn: https://www.linkedin.com/in/msoregaroli/
Website: https://www.transformationcatalyst.ca
Email address: m@transformationcatalyst.ca