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Helping Advisors Survive In A Robo-World

MICRO-MOMENTS

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Incremental steps toward exponential results

Micro-Module Four

What I learned today about myself... If I promise something, I better be able to follow through or it could be the end... The end of trust, the end of relevance, the end of a relationship... It could mean the end of so many things. Setting and maintaining...

Your Filter

Turning the noise into value. Building On Your Foundation The first six micro-modules of Infinite Advisor Alpha allow you to set your unique foundation for trust so you can promise your behavior and expect reciprocal actions... which means you only work...

Beware of The Reverse-Churn

    Reverse-Churn Advisors must be able to justify their value to charge fees in a robo world. In the digital age of transparency, financial advisors can't afford to have their reputations sullied by insinuations or accusations (or litigation)...

Align Your Purpose With Your Fees

        Alignment of Fees with Purpose For advisors to survive in a robo-world they must be granted the autonomy to build their own unique compensation structure that demonstrates tangibly, their alignment with the success of the...

Design Your Value for a Robo-World

Staying relevant seems more important than building value… but today’s advisor must first amplify his or her unique value in order to remain relevant.

What is Micro-Learning?

Micro-learning is a technique that involves tiny chunks of information, ingested in short bursts of time. This is in-line with the way the brain naturally takes in and retains information, making it an effective way to learn.

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...