Value Adds are most effective when delivered consistently over time. Instead of creating new ones every quarter, you can rotate and recycle existing Value Adds to stay efficient while still delivering massive value.
Why Rotate Value Adds?
Consistency: Keeps all clients aligned on the same key topics.
Efficiency: Your team can prepare at scale instead of reinventing the wheel.
Clarity: Clients see one focused topic per cycle, making the message stick.
Recycling Value Adds
You don’t need a fresh Value Add every year. In fact, reusing them every two years works well:
Clients often forget details and benefit from reminders.
Life changes (divorce, inheritance, new accounts) make the same report newly relevant.
Revisiting reports ensures accuracy as data evolves.
Example Rotation Strategy
Q1: Net Worth
Q2: Buckets Allocation
Q3: Guardrails
Q4: Beneficiaries
Repeat the cycle every two years, updating as needed for individual circumstances.
Summary
By rotating and recycling Value Adds, you create a repeatable process that delivers consistent client communication without overwhelming your team.