Advisor Relevance

Nov 11, 2019

The Purpose Driven Advisor

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Clarity of Purpose is Critical in a Digitally Transparent World

Advisor relevance in a robo world is indelibly tied to a client centered purpose.
Your unique client centered purpose is the cornerstone of the foundation that empowers you to earn trust in a digitally transparent world.

Your purpose is more than a catchphrase or slogan.

Your purpose places you squarely on the side of your clients in every possible situation.
Your principles, values, beliefs, opinions, experiences, expertise, and promised behavior allow you to demonstrate in a tangible fashion exactly how relevant you are in the lives of your ideal audience.

 

 

The composition of this progression empowers you to ask for and expect reciprocal behavior from your clients.

In a robo world advisors must have trusted partners as clients this is the new age of financial services this is the era of collaboration.
Your foundation empowers you to do more than simply earn trust to gather net new clients it enables you to keep your current clients by engaging them in multiple platforms with content that is meaningful to both you and them.
Your foundation empowers you to focus on the value that you can control the most and it affords you the opportunity to promise that value in the form of your behavior.

Survival in the new digital age of financial services requires advisors to make their intangible value tangible.

This tangible, purpose-driven focus supports advisors by enabling them to publish content that leads to the solutions they control the most. This enables advisors to gather complete control over the perception of their value.
This progression of value design in which advisors are making their intangibles tangible also empowers advisers to ask better questions which leads to better critical feedback.

We call this progression of advisor value design infinite advisor alpha.

We make it available 24 hours a day on a 100% confidential platform that is completely free for financial advisors to take advantage of.
We are helping advisors around the world remain relevant in the new transparent digital ecosystem of financial services with models like this and micro–moments that develop real, tangible advisor value.

We exist to help advisors survive in a robo world.

 

Make your purpose clear to remain relevant. 24/7

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Omnipresent Alpha

Oct 29, 2019

Always On

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In the modern era of financial services advisor value must be available 24/7. This means that your value must be tangible for your ideal audience to feel a certain way about you and the peace-of-mind you bring into the lives of your clients. Whether they be clients or prospects it does not matter… what matters is that your value is omnipresent 24/7.

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Build On Purpose (3/3)

Oct 28, 2019

Building On Purpose

Part Three of Three
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Building Your Business On Purpose Empowers You

 

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

 

A big part of what I do is trying to simplify what I have learned over the past 30 years in the financial services industry. The models and slides that I share freely can be the biggest piece of the puzzle for some advisors looking to break out of the opacity of the industry designed “black box” that defines advisor value. Building on purpose is a metaphor for doing the right thing all the time but it also can be physically modeled to demonstrate how a progression of value design can justify value while empowering advisors to take complete control over how their unique value is perceived. The big picture for advisors in the new digital age is control over perception… if you are an advisor you must become responsible for the definition and perception of your advisor alpha (advisor value). If you are counting on the industry to do this for you, you will be replaced by the industry.

 

Previously in parts one and two we touched on the purpose driven model to demonstrate exactly how advisors can ultimately promise their behavior.

Your relevance hinges on your ability to promise your behavior. By promising your behavior you are able to get and keep ideal clients with your digital filter. By promising your behavior you’re able to control the perception of your relevance. By promising your behavior you’re able to demand reciprocal actions from your trusted clients. By promising your behavior you’re able to gather feedback that matters. Your promises tied to behavior leads to the value that you control the most which allows you to take complete control over the perception of your value.


Earning trust controlling perception and creating collaborative relationships are the three main elements that are required for survival in a robo world.You must be able to promise your behavior to create that culture by design.

The progression of infinite advisor alpha empowers advisers to promise their behavior so they may remain relevant in a robo world.

We are now shifting from the slides that model how to earn trust by promising behavior to the infinite progression of advisor value development which empowers advisors to get and stay exactly where the want to be… a state of perpetual relevance.

 

Amplify the value that you can control. Take complete control over how that value is perceived. And maximize your relevance to get and keep ideal clients in a robo world.

This is what it means to build on purpose.

Earn trust, promise your behavior, demand reciprocal behavior, create trusted partners as clients, make your value tangible, gather feedback, continue to amplify your value and your business, and live your preferred life.

In order for your business to have a positive change 30 days from right now, you must start making incremental changes daily. And those incremental changes must add up in a way that makes sense. Your focus must be appropriate the system you choose to maximize your relevance must make complete sense and you must carry the discipline that it takes to make incremental improvements daily.

Organized
Efficient
Simplified
Driven
Realistic
Interesting
Fun
Adaptive
On-point
Relevant
Healthy

It’s all about you.

This is where you want to be.

Ultimately you are earning trust by becoming accountable because you’re able to promise the behavior that leads to the value that you can control the most. Which is exactly why your ideal audience should be paying you.

 

Build your business on purpose.

 

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Part Two of ThreePart One of Three

Advisor Benchmarks

Oct 23, 2019

The New Digital Footprint

Originally Published 12.27.2016

Building a digital footprint is critical in the era of collaboration.

Everything that you publish, whether it be in the form of comments as in this article, or in the form of blog posts as seen here on this blog post… or a combination of the two, curated to bring meaning to my beliefs and opinions in a tangible fashion. This blog post is a working example of HOW to leverage your digital footprint by exuding your authentic value 24/7. Your ideal audience will find you so you had better be publishing with a purpose.

 

The Future for Advisors is about proving value. 24/7.

When Advisors allow any other entity besides themselves to define their authentic value they diminish the chances of survival and hinder their plans to thrive in the digital age. You mustn’t allow your plans to thrive in the digital age be undermined by anyone… much less yourself. Avoid self-sabotage by reading on…screenshot-2016-10-04-at-11-11-48-pm

The advisor in the future must look beyond industry standards and minimum antiquated regulation to demonstrate in a tangible fashion why anyone should do business with them Pertaining specifically to this article, (Original Article from RIABiz.com) the advisor who relies on the industry to demonstrate his or her value through a benchmark is more likely to be replaced by the industry.  Advisor autonomy goes beyond the realm of value props.. In order to thrive in the digital age of transparency advisors must own a “client-centered purpose.” Technology and transparency will weed out the ne’er do wells. It’s already happening without (and in spite of) regulation. Clients are becoming more empowered through transparency and technology , which is a beautiful thing. Advisors must also leverage the same transparency and technology to empower themselves.

You can’t police advisors into stewardship roles.

Any form of industry standard benchmark weakens the advisor… it does nothing to empower the perception of value, which is under the complete control of the advisor… more specifically, the advisor who owns a client-centered purpose. – Most advisors are good.-(Especially those advisors who subscribe to RIA Biz.) More industry drafted oversight is only adding to the digital noise. Advisors must become empowered through autonomy to thrive in the new collaborative world of 24/7 advice. My opinions about the facts in this article are backed by my conviction about HOW advisors can and should become empowered. Advisors must be afforded the opportunity to exude their authentic value through – ownership – of the perception of their value.  Acquiescing to antiquated industry standards that limit the ability of the advisor to own the perception of his or her value, in my opinion, is a catastrophic mistake that can and should be avoided. Now, more than ever, investors are searching for a trusted source of wisdom. Advisors who are empowered through autonomy will be more likely to exude that wisdom than those advisors who agree to become suppressed by industry created benchmarks. ((BTW, this is a great article that shines a much needed light on the difference b/t portfolio alpha and advisor alpha. Keep ‘em coming.)) This article is an important component in moving the conversations away from the “what” that most RIABiz readers are already well aware of.

The comments after the article (found in the link above) are nearly 2 years old… and there they sit… Conveying my unique beliefs and opinions about this business.


If advisors rely on the industry to define their value will they be replaced?  

Who do you trust?

Who should your clients trust?

Better conversations start with questions that lead to better definitions which lead to better solutions that can truly make a difference in the lives of trusted clients…  

 

By posing these questions I am reminding my current ideal clients of my authentic value while exuding my alpha to a new audience who is looking for a trusted source of wisdom to help them see hear and feel about their business in a different dimension. The perception of my value is entirely up to me. There has never been a greater opportunity for advisors to take advantage of technology. By ignoring this statement you risk extinction… discover as much as you can as soon as you can.

#TangibleAlpha

Always available when the time is right for you.

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Stay Relevant

Oct 14, 2019

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Discover define design deliver remind and refine… not just good ideas but a taxonomy for advisor value development that takes your business to another dimension.

It’s not a checklist… it’s a progression.

The next dimension of your business requires your complete attention… we afford you the opportunity to give your business the attention it requires to survive in a robo-world.

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