Incremental steps toward exponential results
What are the most important traits of successful financial advisors?
To remain relevant in a robo-world advisors must be able to focus on the issues that matter most.
Topics are derived from your purpose, principles, values, beliefs, opinions, experiences, expertise, promised behavior, behavior you expect from clients, your philosophy, and your processes...
To remain relevant you must have a consistent message of value across multiple mediums. This is now known as an omni-channel opportunity. (I wish I’d thought of that because it sounds cool.)
The big data that gets reported from McKinsey has very little to do with the success or failure of your business as an entrepreneurial financial professional.
You have to own the words to own your Alpha... otherwise you're just speaking with nonsensical catchphrases and corporate jargon.
Advisor autonomy is the key to the culture creation that spurs inorganic growth while harmoniously stimulating and ensuring organic growth for advisors.
Once you type an email and hit send you no longer own that email (or text or Tweet or comment) but you are solely responsible for that email for the rest of your life.
The Advisor in the future must demand more independence when it comes to sharing the behavior they can promise, the experiences they have encountered and their opinions about their profession.
How the digital age of transparency is disrupting the long-time cryptic industry of financial services and exactly how the advisor in the future will create a competitive advantage.