THE BLOG

MICRO-MOMENTS

PUBLISHED DAILY

Incremental steps toward exponential results

Multiple Mediums

Multiple Mediums

Discover new ways to exude your value through multiple mediums. If you aren’t prepared to display your authentic value you will be left behind.

Your Rules of Engagement

Your Rules of Engagement

The standard of your excellence must precede you digitally… if you are going to survive in a robo world.

Setting Your Rules

Setting Your Rules

Exceeding client expectations 110% of the time was a pipe dream created by designers of product sales… The real world of financial services is letting advisors know that they must set and maintain expectations to survive.

Advisor Relevance

Advisor Relevance

Advisor relevance in a robo world is indelibly tied to a client centered purpose. Your unique client centered purpose is the cornerstone of the foundation that empowers you to earn trust in a digitally transparent world.

Adapt and Survive

Adapt and Survive

It’s very important that you are able to challenge yourself to think differently on a daily basis so that you can remain adaptable to the ever-changing landscape of financial services.

Omnipresent Alpha

Omnipresent Alpha

In the modern era of financial services advisor value must be available 24/7. This means that your value must be tangible for your ideal audience to feel a certain way about you and the peace-of-mind you bring into the lives of your clients.

Build On Purpose (3/3)

Build On Purpose (3/3)

Ultimately you are earning trust by becoming accountable because you’re able to promise the behavior that leads to the value that you can control the most. Which is exactly why your ideal audience should be paying you.

Build On Purpose (2/3)

Build On Purpose (2/3)

Part two of three is an attempt to simplify the complexities associated with relevance and the unique opportunity advisors have in the modern era of financial services.

Build On Purpose (1/3)

Build On Purpose (1/3)

Part one of three… what it means to build your business on purpose in the digital age of financial services.

Advisor Benchmarks

Advisor Benchmarks

Everything that you publish creates your digital footprint… Whether it be in the form of comments (as seen in this article), or in the form of blog posts as seen here, on this blog post… or a combination of the two… which I have curated to bring meaning to my beliefs and opinions in a tangible fashion.