Setting Your Rules

Rules for Collaboration

Your rules of engagement can be set by you after you are able to promise your behavior… follow the progression of Infinite Advisor Alpha to become and stay relevant in the new digitally transparent ecosystem of financial services.

The Circle of Trust

Net Worth

We Help Advisors Discover Their Relevant Value

After four decades and two generations of coaching financial professionals across the world… we have found that the number one contributor to failure is lack of confidence. This stems from many variables. They each have attributions that diminish the value of the advisor.

Advisors must reflect upon their unique value with introspection to build the confidence required to stay relevant in a robo-world.

We give you that ability with 100% confidentiality.

Think about your relevance differently to amplify your worth, control how it is perceived, and maximize your relevance 24/7.


You are in a position of trust…

Your unique value is critical to the lives of your ideal audience…

Your value has an effect on everything that is important to your clients…

My Value

My Confidence

Get Better

You're Good

Get Better

Improve your advisor value in less than two minutes every day.

Define your client-centered purpose.

Publish your principles.

Share your opinions.

Document your experiences.

Define your expertise.

Promise your behavior.

Become exclusive (You can’t survive in a robo-world by being all things to all people).

Develop your philosophy.

Become omnipresent.

Create topics for meaningful engagement.

Ask better questions.

Gather better feedback.

These are the 12 disciplines of advisor survival in a robo-world.

Get Better

Right Now

Sustainable Organic Growth

Advisor Value Formula

The Value Algorithm


Sustainable organic growth comes from predictable recurring revenue… or at least the ability to create predictable recurring revenue when it is compounded by the catalyst of successful repetition. This is the magic formula or the “advisor value algorithm” that has enabled successful advisors to thrive (sometimes by default) by design. It is in your best interest (as well as the best interest of your clients) to discover your own personal advisor algorithm to create your own sustainable organic growth by design.



Advisor Summary

Inherent risk associated with default setup… (The issues associated with you not taking control of your advisor algorithm) What will happen to your business and your clients when you continue to ignore your own advisor algorithm…Options you have to discover your advisor algorithm… (really just one)
Successful outcomes of advisors who have discovered their advisor algorithm and the evolution of their businesses because of the proactive stance they have taken in owning their algorithm of value culture and growth…




3 types of risk you introduce into your business by refusing to own your advisor algorithm…

  1. One Step Up Risk (Two steps back)
  2. Culture Risk (Your people don’t have anything to take hold of… there must be autonomy and the opportunity to own one’s own advisor algorithm)
  3. Valuation Risk (Reducing your organic growth machine to chance reduces the value of your business in an inorganic spectrum)




One Step Up Risk (Copycat Risk)

The issues associated with not owning your advisor algorithm are numerous and compounding by nature. We can start this shortened summary of all risks inherent with not owning your own advisor algorithm… with the risk that you bring into your business by not having the framework for a successful business model in place to guide your daily actions. When you associate the success of your business with the success of tactical concepts that may have worked for other successful advisors you are tacking on additional risk (one step up risk). What initially might seem to be a hit with you and your clients is eventually exposed as the temporary fix that it is because you don’t have the same Advisor DNA as the advisor whose blueprint you have copied. These actions always lead to heartache and two steps back because of the additional work it takes to make up the difference in the perception of the value you have perpetuated and the actual authentic value that you can and should be offering your clients. Your authentic value (the value that you can actually control) must be made tangible to demonstrate its relevance. The relevance of your value is critical in uncovering (getting) and maintaining (keeping) ideal clients. When you turn you back on these critical components of the advisor algorithm you introduce one step up risk into your business… and you don’t need that. One Step Up or Copycat risk is incredibly toxic when it comes to building your business. The cleanup factor is enough to drive any serious advisor out of business… Your reputation will be forever sullied by the lack of authenticity you introduce into your business culture when you fall for One Step Up Risk.

Your business is far too valuable and your reputation is far too important to introduce this type of Copycat Risk into your business development model. When you discover and design your advisor algorithm you create a strategic foundation that makes you and your business culture far less susceptible to falling for One Step Up Risk. In fact it guarantees that you will never see tactical offerings as strategic solutions again.

(This should be enough to get you started down the path of building your business by design… if not, please continue reading to discover more risks associated with not taking ownership of your advisor algorithm.)



Culture Risk

When you don’t own your advisor algorithm you open your business up to a multitude of cultural issues associated with lack of focus. Your trusted partners have earned the right to become part of your culture and they are indelibly tied to your reputation and the story of your authentic relevant value. A certain level of autonomy is required to create this culture of trust. If you do not acknowledge the importance of owning your advisor algorithm you will introduce chaos into your business model. Each member of your valued team must be able to have critical conversations that matter, with the confidence of the courage of their conviction. And in this era of 24/7 collaborative services, all conversations matter. You must prepare all trusted partners with the ability to converse with confidence. Without the ownership of the algorithm, which sets the tone for your culture, you are adding risk by default… this sounds confusing… design… default… what the hell man? Just let it be known that you are not doing yourself, your partners, your staff or your clients any favors in the ways of client experience and trust by ignoring your advisor algorithm. For sustainable growth to occur by design you must have a culture that is built (on purpose) from the fundamentals of your advisor algorithm which empowers you to exude your integrity and trust in a multitude of mediums twenty-four hours a day. Your predictable recurring revenue is at risk every minute that you are not able to exude the culture of integrity that you have created by design for the good of your ideal clients.



Business Valuation Risk (Inorganic Value)

The value of the moving parts of your business when you cease to be there is considered by many to be the valuation of your business. There are many more variables associated with the value of your business in the inorganic perspective… there are buyers and sellers markets when it comes to valuations and the grey matter involved is beyond the scope of this article. Suffice it to say that you must be able to demonstrate your predictable recurring revenue and the ability to maintain that predictability and growth when you are not their holding the reigns. The other side of the coin is if you are acquiring another business and need to create your own specific variables for valuation… owning your advisor algorithm empowers you to go beyond the spectrum of third party evaluations of ROI into cultural details that can uncover cultural alignment which must not be ignored when there is so much at stake when it comes to potentially adding risk to your current client base if you do not have an ideal fit with the firm you are acquiring. This is a light summary of the possible risks inherent in the valuation of advisor businesses when it comes to inorganic acquisition. Sustainable organic growth is indelibly tied to inorganic acquisition regardless of which side you reside… both buyer and seller must verify the ability of the acquired business to generate predictable recurring revenue and sustainable growth…Simply not recognizing the opportunity (owning your algorithm)  to create a stronger business model while reducing risks associated with valuations is just not acceptable. Your clients deserve better, so does your staff and you do too.




What advisors can gain by owning their advisor algorithm is a dramatic reduction of three inherent risks associated with lack of focus, vision and or purpose.

The advisor algorithm is a merely synonym for alpha or value by design… some advisors see things one way, some see it another.

To get all advisors exposed to the opportunity of tangible alpha I have designed multiple synonyms for tangible alpha… anyway, back to the point of this story…

The need to create sustainable organic growth is often undermined by risks that advisors unwittingly add to their businesses while trying to create predictable recurring revenue. It’s a kind of sabotage that advisors can’t see because they are often times too close to the business to see clearly the missteps they are taking. That’s why I feel it is my calling to enlighten and empower advisors with the wisdom I have been able to gather through my affiliation with one of the best advisor coaches that has ever walked the planet. I might be a little biased.

Anyway… on to the conclusion…

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.

Keep It Tangible,


Yours Is Unique

Discover It Now

Advisor By Design



They know they can’t be everything for everyone.

They use the word “no” as a strategy.

They are known for the quality of their questions.

They are never complacent.

Their reputation precedes them… digitally.

They have a defined process for their businesses.

They have work / life balance.

They are active philanthropists.

They work only with ideal clients.

They control exactly how their value is perceived.

They realize… their unique value is precisely what makes them relevant.


What is your unique, authentic, relevant value?



Take Control