THE BLOG

MICRO-MOMENTS

PUBLISHED DAILY

Incremental steps toward exponential results

Advisor By Design

Advisor By Design

What are the most important traits of successful financial advisors?
Focus

Focus

To remain relevant in a robo-world advisors must be able to focus on the issues that matter most.
Advisor Conversations that Matter

Advisor Conversations that Matter

Topics are derived from your purpose, principles, values, beliefs, opinions, experiences, expertise, promised behavior, behavior you expect from clients, your philosophy, and your processes...
Omni Channel

Omni Channel

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.)
Drop the Value Prop

Drop the Value Prop

You have to own the words to own your Alpha... otherwise you're just speaking with nonsensical catchphrases and corporate jargon.
Culture Creation

Culture Creation

Advisor autonomy is the key to the culture creation that spurs inorganic growth while harmoniously stimulating and ensuring organic growth for advisors.
Your Digital Footprint

Your Digital Footprint

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.
Advisor Cookie-Cutter Content

Advisor Cookie-Cutter Content

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.
The Advisor in the Future

The Advisor in the Future

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.