The Race For Relevance

Sep 3, 2019

Advisor Relevance

How the Financial Services Industry Wants to Control and Diminish the Perception of Your Advisor Value.

This has been going on for decades… the industry creates filters to get rid of the chaff and keep the wheat.

Discover how you can beat them at their own game and thrive in the digital age of financial stewardship by designing your own filters.

 

They think they can keep the assets without the help of advisors… It’s purely a numbers game. If you allow the institutions or your clients to define your value, you will become irrelevant very soon.

 

 

The McKinsey metrics-driven top-down numbers game that the financial services industry has been playing for years will get you fired if you let it.

Digital Noise

Don’t listen to the noise… be aware of the noise but don’t follow the antiquated concepts being perpetually thrown at you by the financial services industry.

In order to thrive in the new age of digital collaborative advice, you must be in complete control of the perception of your value… which means it’s okay to be cognizant of the aforementioned concepts, just don’t make wholesale changes based on fear.

What should you do?

Start Designing Your Own Filters

To distance yourself and your culture far from the inclusive sales culture of the financial services industry you can design your own exclusive filters that enable you to take complete control of the perception of your value.

 

Staying Relevant

Discover How

12 Elements of Your Relevance

Aug 26, 2019

12 Disciplines of Advisor Value

12 Incremental elements of advisor value that require daily attention for the modern advisor to survive in a robo-world.

1. Purpose Client centered… your cornerstone.
2. Principles and Values… you live them daily.
3. Beliefs and Opinions you get paid for them every day.
4. Experiences are your actions that happen 24/7.
5. Your Expertise is defined in your own words… elite for the right audience… broadcast 24/7.
6. Behavior that you promise is a daily discipline that quantifies your advisor value tangibly.
7. Rules of engagement… behavioral promises that must be reciprocated by clients (daily).
8. Your Philosophy and Process are up for constant vigilant updating (daily).
9. Omnipresence is your 24/7 digital footprint that must be constantly monitored…
10. Topics… that lead to your solutions are modified and used (daily).
11. The Questions you ask, that lead to your unique solutions… (daily).
12. Feedback… the circle of life… happens 24/7 and impacts your alpha (daily).

Why are these 12 disciplines so important?

They help advisors design unique filters that separate their value from the proliferation of digital noise, compounding daily, that makes clients and prospects wonder what advisor value really is.

To survive in a robo-world, advisors must design their own unique filter to differentiate their value from perceived peers and industry generated propaganda.

Each advisor’s unique filter leads clients and prospective clients to the authentic value that is relevant to his or her ideal audience.

The 12 daily disciplines are incremental steps that produce exponential results when incorporated in the Infinite Advisor Alpha progression. 

What are Exponential Results?

To survive in a robo-world, advisors must be able to act exponentially… which means that each of these daily undertakings must be addressed regardless of the advisor’s outlook on the design of his or her business. If the steps are taken incrementally… without a system in place to garner exponential results… the advisor ends up losing ground, categorically, in all the areas of value that require attention.

In other words, the system you use to stay relevant has to be simple.

You must make your character, competency, and concern… definable, detectable, and desirable… we have a simplified system that empowers advisors to do that…  24/7.

Micro-Value Development

The progression of micro-value development we offer advisors [24/7] is as simple as it gets.

It is granular… each lesson serves as its own unit but serves as a part of a larger objective in the progression of your advisor value development.

You can learn from one end of the spectrum to the other, and piece the micro-sessions together to create a whole that is greater than the sum of its parts.

This is the system that is required by the advisor who wishes to remain relevant in a robo-world.

And we designed it all just for you…

Enjoy the journey.

This Is My Filter

Aug 20, 2019

My Digital Filter

 

 

 

 

 

 

 

 

 

 

 

 

 

This is my filter, it belongs to me.

It is not a sales funnel.

I do not sell products in a vacuum.

I am not interested in trying to be all things to all people.

I work only with ideal like-minded people.

This is my filter.

It keeps out the time wasters, the energy suckers, and the complaining riff-raff.

I am not here to interrupt.

I am not interested in a drip marketing or lead development.

I am here to educate and inform my ideal audience.

This is my filter.

I publish my purpose, principles, and opinions.

Prospects can’t get in if they don’t qualify… Nor would they want to.

This is my filter.

I make my alpha tangible for the world to see and hear.

I do well by doing good.

I have published my experiences and expertise.

This is my filter.

I promise my behavior and in return my trusted clients promise their behavior to me.

My experiences and my expertise have helped my design my model of wisdom available for digital consumption.

This is my filter.

I have a deep understanding of how my value makes my clients feel.

I am known for the quality of my curiosity.

This is my filter.

Clients that come to me for discounts will leave me for discounts.

I never discount my value.

This is my filter.

My wisdom and my value are omnipresent 24/7 for the world to consume.

I have an accountability model that earns trust quickly.

I work with great people, I fire bad clients.

This is my filter.

To remain relevant I am in complete control the perception of my value.

My value is defined by me, and nobody else.

This truly is, nobody’s business but mine… and this is my filter.

 

Do you have a filter?

 

DESIGN YOUR FILTER
I need a filter to survive in a robo-world