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Incremental steps toward exponential results

Rethinking Value Design

        Advisors who are able to amplify their character competency and genuine concern, tangibly, will see exponential results in multiple dimensions of their businesses. The steps of our value design process are broken down to 12...

I believe in human advisors…

I believe in human advisors... I believe that the misuse of technology will be the leading cause of advisor suffering in the next two years. I believe the traditional marketing concepts are antiquated and will cause advisors more pain than...

Good Stuff Curated

The Good Stuff   This article says so many things about the state of the  financial services industry... great read. The Markings of a True Destination RIA The decisions we make over the next five years will radically shape our ability to compete, and...

The Advisor in the Future

I am not in sales. I am a trusted steward of wealth. The cornerstone of my value is my client centered purpose. My principles and values guide the decisions I make every day. My beliefs and opinions have been published in the form of fundamental truths and...

Measuring Your Success

Your success will be measured by you… and you alone. We will simply be giving you the tools to measure what matters the most.

Will Sales Pros Survive?

You are not going to survive in the digital age of financial services by selling products. But you can thrive in the digital age by providing solutions to the people who need them the most. Traditional sales concepts will tell you that sales has always...

The Narrative

We are here 24/7 to help you fix your alpha. Discover your narrative. 

Calling All Advisors

Our digital platform has been designed for any advisor to partake… but not every advisor. This stuff gets real, real fast, so it’s not for every advisor.

For Advisors Only!

Adding content every day, even on the holidays, is what I live to do... this little gem should help make more sense of what we are trying to accomplish... with more simplicity.

Designations Should Mean Something…

What do the letters that follow your name really mean to your clients? You can NOT rely on industry generated campaigns to differentiate your value. You must become empowered to do this yourself. If you are lacking the confidence to define exactly what...