Helping Advisors Survive In A Robo-World

THE BLOG

MICRO-MOMENTS

PUBLISHED DAILY

Incremental steps toward exponential results

The Advisor in the Future

The Advisor in the Future

How the digital age of transparency is disrupting the long-time cryptic industry of financial services and exactly how the advisor in the future will create a competitive advantage.

Reverse Commoditization

Reverse Commoditization

The quickest way for me to become replaceable is to allow my value to become commoditized.
My value becomes commoditized if I allow others to define it and measure it for me.
To survive in a robo-world I must reverse the commoditization of my value.

Filter The Noise

Filter The Noise

With all of the digital nose in the world, Advisors need a way to sift through the junk and capture value to remain relevant. We help advisors survive by helping them learn how to build unique digital noise filters.

The Race For Relevance

The Race For Relevance

How the Financial Services Industry Wants to Control and Diminish the Perception of Your Advisor Value. This has been going on for decades... the industry creates filters to get rid of the chaff and keep the wheat. Discover how you can beat them at their...

My Feedback (Module 12) Is Live!

My Feedback (Module 12) Is Live!

Today’s advisor must collect client feedback to survive in a robo-world. The data, metrics, KPI that the advisor is looking for is categorically found in his/her Infinite Advisor Alpha.

Simplified Value Development

Simplified Value Development

Simplified value development begins with introspection of what you can control. Your value has three foundational components that must be amplified for digital consumption in a robo-world.

Work Smarter

Work Smarter

In a robo-world, advisors must become empowered to magnify their value through simplified processes. We help advisors think differently about their value to accomplish necessities that might otherwise go unattended. If advisors are incapable of adapting to exponential changes they will not be relevant for long.

Micro-Module 11 (Questions)

Micro-Module 11 (Questions)

            Micro-learning module 11 of 12 was published yesterday... give it a ride, see what you think. Release Date 8/7/18 This is micro-module 11 of twelve and it's all about you... Slides...

The Challenge of Relevance

The Challenge of Relevance

In the modern era of financial services, advisors are being challenged to quantify their relevant value… it’s about time.

12 Daily Disciplines

12 Daily Disciplines

12 Incremental elements of advisor value that require daily attention for the modern advisor to survive in a robo-world. 1. Purpose Client centered... your cornerstone. 2. Principles and Values... you live them daily. 3. Beliefs and Opinions you get paid...