Value-Add Program Development Service for Advisors

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Value-Add Program Development Service for Advisors

Inspired by a conversation on:

The Perfect RIA

The Perfect RIA

Encore Episode: Mindset Mastery: Overcoming Barriers to Charging Premium Fees

Host: Jamie Shilanski

Timestamp: 00:03:19 - 00:05:10

Listen to Episode • View Podcast • All Ideas from The Perfect RIA

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Feather Flow

Direct Quote

"We do four value ads minimally a year."

Market Gap

Advisors struggle to implement effective value-adds for clients.

Many financial advisors understand the importance of providing value-adds to enhance their service offerings, but they often encounter difficulties in creating and executing these initiatives. Without a clear understanding of their clients' needs and the operational support to implement these value-adds, advisors may fail to deliver meaningful experiences that strengthen client relationships. This leads to missed opportunities for differentiation in a competitive market where clients expect more than just standard financial advice. Advisors require a structured approach and resources to develop and execute impactful value-add programs effectively.

Summary

This business idea involves offering a service that helps financial advisors design and implement value-add programs tailored to their clients' needs. The service could include market research to identify relevant value-adds, templates for program execution, and ongoing support to evaluate the effectiveness of these initiatives. By providing advisors with the tools and insights needed to create meaningful value-adds, this service would enable them to enhance their client relationships and improve retention rates. This could also involve creating a library of best practices and case studies to guide advisors in their efforts.

Categorization

Business Model
Service
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$3,000 - $8,000 MRR
Moderate (Most Likely)
$10,000 - $20,000 MRR
Optimistic
$25,000 - $40,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
8/10
Novelty
6/10
Feasibility
7/10
Market Potential
8/10
Evidence
7/10
Overall
7/10
Found on October 3, 2025 • Analyzed on October 3, 2025 9:36 AM

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How should I validate this service idea before building it?

2:34 PM

Great question! For a service idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Subject Matter Expert to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

Would you like me to help you create a specific validation plan for your medium difficulty idea?

2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

2:36 PM

Based on your idea's complexity and 3-6 months, here's my recommendation:

Technical Strategy:

  • Start with no-code tools for rapid prototyping
  • Consider your technical background and available $1,000-$10,000
  • Plan for scalability from day one

I can help you create a detailed technical roadmap and resource allocation plan...

2:37 PM

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