Helping Advisors Survive In A Robo-World



Incremental steps toward exponential results

Part 1 of 3 Expanding The Gap

This is the first post in a three part series that has been published in reverse order to experiment with the UX design of my blog… deal with it. I mean… enjoy.

Part 2 of 3 Expanding The Gap

In part two of our three part (reverse published) series on The Value Gap we highlight advisor competency. What it means and the role advisors must start to lay to remain relevant in this robo world.

Part 3 of 3 Expanding The Gap

In part three of our three part (reverse published) series we delve into the third leg of the advisor value stool. If you don’t have all three legs, you can’t sit at the table.

The Black Box of Asset Management

Advisors risk commoditization with every technological advance that simplifies their business models. Your value must be controlled by you, in every way, to help overcome the risk of the oversimplification of your services.

Earning Trust Digitally

To remain relevant you must be able to earn trust digitally. Your survival in a robo world is dependent on your ability to leverage transparency. Earn trust by making your advisor value tangible in a model designed to keep you relevant in perpetuity.

Getting Better

You are good… to keep up with technology and to get new ideal clients, you have to improve… every day.

Blogging and Stuff

Being present and the willingness to keep singing the same old song is what makes some singers superstars…

Influencer Advisor

Advisors are learning that their influence is paramount when it comes to getting and keeping ideal clients. The tricky part is simplifying the system to work efficiently.

Digital Media Marketing

Digital media marketing for Advisors is different than #DMM for product sales. Your value must be exuded for both clients and prospects 24/7.