Advisor By Design

TOP TRAITS OF RELEVANT ADVISORS

 

They know they can’t be everything for everyone.

They use the word “no” as a strategy.

They are known for the quality of their questions.

They are never complacent.

Their reputation precedes them… digitally.

They have a defined process for their businesses.

They have work / life balance.

They are active philanthropists.

They work only with ideal clients.

They control exactly how their value is perceived.

They realize… their unique value is precisely what makes them relevant.

 

What is your unique, authentic, relevant value?