Part 3 of 3 Expanding The Gap

Jun 28, 2019

Expanding the Gap

Part 3

THE POWER TO CONTROL THE PERCEPTION OF YOUR VALUE

Part Three of Three

Your Genuine Concern can be made tangible by defining your beliefs and opinions about this industry and your purpose.

Opinions

 

You get paid for having them… check that. You get paid for sharing them. Your opinions are what your audience pays you for. Your wisdom, knowledge, experience, process… your advisor alpha. You get paid because you have genuine concerns (opinions) about the well being of your clients. You must be able to share your genuine concerns with your audience 24/7. You can’t do that unless you have defined your opinions. You must define and publish your opinions in order to remain relevant. 

 

 

The Value Gap

Part 3

Character Competency and Concern

 

Publishing Your Beliefs and Opinions

 

Your beliefs and opinions must be published in the form of genuine concerns and fundamental truths. Your ideal audience must be able to have tangible access to your value 24/7… even when you are not available. Especially when you are not available. Your genuine concerns about your clients well-being is a major part of the differentiation you need to set yourself apart from your perceived peers. Your genuine concerns must become accessible 24/7 to gather valuable feedback from the right audience. You must publish your genuine concerns to  filter out the bad clients and bring in the good ones. Your beliefs and opinions must be defined by you and updated by you if you are to remain relevant. 

 

In order to define your beliefs and opinions you must first discover them.

 

 

Start Expanding Your Gap

 

Part 2 of 3 Expanding The Gap

Jun 27, 2019

Expanding the Gap

Part 2

THE POWER TO CONTROL THE PERCEPTION OF YOUR VALUE

Part Two of Three

Once your ideal audience knows how much you care, you gotta show ’em how much you know.

Competency

 

In our experiences through the decades we have found that the way people learn is different… each person’s style of learning is as unique as his fingerprint. We go to great lengths to demonstrate exactly how advisors can create meaningful exponential outcomes through our multitude of micro-moments. Each time we publish content we try to tell the story a little bit differently… a little bit better.

In part two of our three part (reverse order) series on advisor value we go over the second leg of the three legged stool. (You need all three to sit at the table.)

 

 

The Value Gap

Part 2

Character Competency and Concern

 

Defining and Designing Your Competency

 

Your behavior is the guiding force behind the perception of your value. Are you competent enough for… whatever is often judged by your behavior. How do you respond in certain situations? How do you proactively prepare for others? 

Your behavior is the single most important factor in controlling the perception of your relevance. And it is for that reason that you must promise it. The single most important aspect of trust and integrity is your accountability. Will you do the things you say you will do to make good on your purpose? 

To survive in a robo world you must promise your behavior and you must be able to walk the talk.

In order for you to promise your behavior you must have a system in place to design what you can promise to the world. But before you can design your unique system of promise delivery you must define the terms that justify your promises. The terms of your value must be defined… they will be defined. And if you are not the one defining your value, someone else will gladly do it for you. Your firm, your competitors, and your clients will be the ones who define your value. You can’t afford that. 

Your relevance is controlled by the one who defines your value… It needs to be you. You must define your value or you risk everything. 

 

 

End of Part Two

 

Re-Inventing Yourself

May 14, 2012

Perpetual Relevance

Probably the coolest thing about the financial services industry that I have witnessed in my life.

The power to reinvent yourself.

This is something my Dad has been preaching about for decades.

“This is the greatest business in the world!   (he would say to a room full of million dollar producers)  …because if the markets tank 30% tomorrow, you still have an opportunity to be relevant in the lives of your clients.  You have the ability to reinvent yourself every single day… if you don’t like who you are right now,  you can change.  There are very few other jobs out in the real world that allow you to do that… you have the greatest job in the world. It’s nobody’s business but yours.” 

 

This is the greatest business in the world… 

You have the opportunity to live your preferred life by doing well for others. 

If you need some help discovering exactly how to do well by doing good, you are in the right place.  If you are already on the path of trusted stewardship… keep moving.  The journey never ends.