Helping Advisors Survive In A Robo-World

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Incremental steps toward exponential results

Align Your Purpose With Your Fees

Align Your Purpose With Your Fees

        Alignment of Fees with Purpose   For advisors to survive in a robo-world they must be granted the autonomy to build their own unique compensation structure that demonstrates tangibly, their alignment with the success of the investor-client. It...

Beware of The Reverse-Churn

Beware of The Reverse-Churn

    Reverse-Churn Advisors must be able to justify their value to charge fees in a robo world. In the digital age of transparency, financial advisors can't afford to have their reputations sullied by insinuations or accusations (or litigation) tying them...

Design Your Value for a Robo-World

Design Your Value for a Robo-World

        How To Design Your Value Remaining relevant is of paramount importance in a robo-world... but how do we get there? Staying relevant seems more important than building value... but today's advisor must first amplify his or her unique...

What is Micro-Learning?

What is Micro-Learning?

                  What is Micro-Learning?   What if there were a place where you could go, that was available 24 hours a day, to help you amplify your unique value? What if it only took minutes of your time and energy to see benefits from your incremental...

Rules of Engagement

Rules of Engagement

      Module 7 dropped today and we are excited to continue sharing the Infinite Alpha progression with advisors around the world. Make sure you have completed the first six micro-modules before you complete number seven... this process is going to take...

Rethinking Value Design

Rethinking Value Design

        Advisors who are able to amplify their character competency and genuine concern, tangibly, will see exponential results in multiple dimensions of their businesses. The steps of our value design process are broken down to 12 critical components and...

I believe in human advisors…

I believe in human advisors…

I believe in human advisors... I believe that the misuse of technology will be the leading cause of advisor suffering in the next two years. I believe the traditional marketing concepts are antiquated and will cause advisors more pain than...

Good Stuff Curated

Good Stuff Curated

The Good Stuff   This article says so many things about the state of the  financial services industry... great read. The Markings of a True Destination RIA The decisions we make over the next five years will radically shape our ability to compete, and even...

The Advisor in the Future

The Advisor in the Future

I am not in sales. I am a trusted steward of wealth. The cornerstone of my value is my client centered purpose. My principles and values guide the decisions I make every day. My beliefs and opinions have been published in the form of fundamental truths and...

Measuring Your Success

Measuring Your Success

                Your personal growth and value development will be documented by you in your own personal private notebook. Your journey through the progression of infinite advisor alpha has been designed so that you can see tangible evidence in very...