Building On Purpose

Part Two of Three

Trying to Break Down the Fundamentals of Value Design Can Be an Overly Complicated Endeavor…


In this three part blog post I am attempting to simplify what I have known to be fundamentally true about advisor value design for the past three decades… It can be tricky sometimes to simplify the complex.

This is part two of three. We pick up where we left off in part one…


 

After you are able to define your client-centered purpose and publish your values and principles, as well as document your beliefs and opinions about your unique value… (seems complicated but we make it easy). You are ready to share your experiences your expertise and promise your behavior.


These are the activities required to connect the dots between the collaborative behavior required by your trusted clients and the behavior you can promise as a trusted advisor. Remember, this is about three main things.. Earning trust, controlling the perception of your value, and setting collaborative rules to remain relevant.

The progression of your value development must be acknowledged as part and parcel with your value design… in other words, how you design your value becomes a part of your value design.

The simplification of the Infinite Alpha Progression allows you to make incremental additions to your overall success by continuing your exponential engagement with clients and prospects.

Each one of the elements shown on the slides included is a fundamental discipline that requires your attention daily to meet the demands of exuding your value exponentially every day. When combined in a variety of ways, the disciplines of your value are the building blocks of your relevance. They work together in conjunction to empower you. The progression gives you the luxury of saved time while you attend to the daily actions required by you to survive, while giving you the opportunity 24/7 to build your business on purpose.