Stay Tangible or Risk Irrelevance
Make your intangibles tangible.
Get and keep ideal clients by creating tangible touch points that lead to your unique menu of solutions. Create efficiencies of scale… Filter in the right people… do well by doing good. This is about stewardship, not sales. When you uncover your passion to serve your clients the right people will seek you out.
How Do You Deliver Value 24/7?
How do we create content with context?
Grow your Value Gap. Make Your Alpha Tangible. Create an Omnipresent Brand. Get and Keep Ideal Clients.
More Than BPs
Your value must be defined by you. If you let the industry quantify your alpha in Bips, your perceived value is at risk with every dip in the markets.
My Portfolio of Narratives
Ideas for Today’s Advisor
Do I Have a Niche?
Do I have a “one-pager”?
What is my brand?
What does my brand really do?
What is the narrative of my advisor story?
Do I need to get rid of some bad clients?
What is my digital engagement process?
Are my clients mine or the firm’s?
Is my firm trying to get rid of me?
Is my value being commoditized?
Is my advisor alpha tangible?
Should I talk to Grant?
Brand Before Marketing
Why branding matters…
Without a brand marketing doesn’t matter. This is what happens when you don’t have a brand and you try to attempt Marketing
If you don’t …
No accountability .
No distinction between you and other advisors.
No way to measure performance of marketing.
If you do…
You become accountable for the behavior that you must promise.
You separate yourself from your perceived competition and you attract Ideal people to your unique services.
Do you have a starting point and you can measure the impact that your marketing campaigns are having on the development of your business.
Your brand is the digital design of your value and that is the catalyst for your sustainable growth.
In order to measure your success and quantify your value and also to qualify your relevance… You have to have an advisor Brand that is working for you across multiple mediums 24 hours a day.
Five major points about designing your advisor brand.
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Intentional (on purpose)
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Based on First Principles (values beliefs)
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Designed to evolve (relevance in perpetuity)
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Easy to relate (own the words)
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Part of your Alpha (increases perception of your value)
Without the right brand marketing is a waste of time and unless your brand is tangible it’s not going to be true advisor Alpha that justifies your fees.
Get started on your advisor brand with module one and then if you want to continue on the process on your own just buy the course… If you need more help schedule a brainstorm call with me and we can decide how much support you need to design your unique Advisor brand and start marketing your advisory practice on purpose.
Be you.
Publish crap.
Fix it.