Incremental steps toward exponential results
We are sharing our wisdom to simplify the process of advisor relevance. And we need feedback to get it done right.
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.
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.
The top 10 traits of the advisor in the future might surprise you…
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.
Advisors are looking to the future with new concepts that work in a world of digital transparency. Sometimes moving ahead means letting go of legacy ideas.
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.
Looking inside the value advisors are uncertain of… making sure that they understand why price only becomes an issue in the absence of value.
What are the most important traits of successful financial advisors?
To remain relevant in a robo-world advisors must be able to focus on the issues that matter most.