THE BLOG

MICRO-MOMENTS

PUBLISHED DAILY

Incremental steps toward exponential results

My Global Relationships

My Global Relationships

We are sharing our wisdom to simplify the process of advisor relevance. And we need feedback to get it done right.

Laws of Advisor Value

Laws of Advisor Value

Advisors should be unencumbered when it comes to publishing their beliefs and opinions about the industry. We lead by example with our Laws of Alpha.

Sustainable Organic Growth

Sustainable Organic Growth

To gain a competitive advantage in a multitude of dimensions (moving forward in the digital age) the advisor in the future will own his or her advisor algorithm and increase the probability of success while simultaneously reducing inherent risks associated with cultivating a business that thrives on sustainable organic growth.

How Will You Do It?

How Will You Do It?

The Advisor in the Future will create demand for her/his services in the digital age of transparency by crafting a strategic foundation that showcases the relevance of her/his value.

Are You A Trusted Source of Wisdom?

Are You A Trusted Source of Wisdom?

Advisors must become more than social influencers to remain relevant in a robo-world. Now, more than ever, your ideal audience needs a trusted source of wisdom.

Introspection Is The Key

Introspection Is The Key

Looking inside the value advisors are uncertain of… making sure that they understand why price only becomes an issue in the absence of value.

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.