THE BLOG

MICRO-MOMENTS

PUBLISHED DAILY

Incremental steps toward exponential results

Stop Wasting Resources

Stop Wasting Resources

Expand your expertise when the time is right for you. There is not enough time to be a Jack of all trades. Work smarter today and every day from now on.

Disconnected

Disconnected

When you discover your value you can discover your ideal audience… HNW clients are subject to your circumstances… when you own your alpha you own your circumstances.

Control The Narrative

Control The Narrative

Introspection within the three foundational pillars of advisor value is a prerequisite for advisors who understand the importance of controlling the perception of their advisor alpha. 

The New Metrics

The New Metrics

Your advisor KPI has changed and you must realize exactly how your metrics affect your business every single day. It’s your business and you must take responsibility for your own performance.

Your Questions

Your Questions

To remain relevant in a robo world you must become known for the quality of your curiosity. Your questions must lead to your unique value.

Success Is Available

Success Is Available

It takes three basic elements working as one to cultivate a successful business. Without all three you chances for success are severely hindered.

Fear Is Good

Fear Is Good

It’s okay to be fearful of the unknowns… The fear makes you decide which direction you should be headed. Don’t let the fear freeze you… embrace the fear and excel in the digital age of financial services.

Enlightened Content

Enlightened Content

It’s nobody’s business but yours… You must take control of the perception of your value with content that enlightens, engages, and entertains your ideal audience. So how are you going to do all of that?