Getting Better

You're Good

I really enjoy helping advisors get better.

If there is one take away from the content that I publish I want it to be this… there is always information available for you as the user to better yourself and your business. Whether it is directly or indirectly through links and buttons… I want you to improve as an advisor every day. 

Take a minute or two…

Take small steps to gather the momentum you need to get going in the right direction. If you have always been in sales and you want to succeed in the new business fueled by collaboration, you can do it. If you are out sized in your own town and you need to grow or die, you can do it. If you want to create a trusting partnership to handle more clients, you can do it. 

Our platform is designed to help you when the time is right for you… discover more about your own value and how to customize it for your ideal audience… right here. 


Advisor Survival

I don’t want to be left behind. I must expand the boundaries of my declared expertise or risk becoming irrelevant.

How am I going to do that?

The fact is, my clients come to me for more than my expertise

It begins with my shared purpose. That’s why I do so well… my common driving force empowers me to do well personally while I am doing the right thing for my clients. How can I expand my limits of expertise by shifting my purpose without losing the flock?

Still, there are more components of my value than my expertise and purpose that must shift slightly for me to remain relevant over time.

More than simply my expertise grounded by purpose, my value is authenticated by my beliefs and opinions. The reason people pay me is rooted deeply in my beliefs and opinions which are developed through my experiences in business as well as life in general.

There are other characteristics of my value that my ideal clients are seeking…

The values that I hold close to my heart… the principles that construct my moral fiber are a huge component of my business. People trust me because they share the moral standards that I have developed through my life experiences and my business experiences. When they see me, they see themselves… or at least the closest version of themselves available, qualified and dedicated to one thing and one thing alone…the stewardship of their wealth.

So I want to remain relevant in an industry that is moving at light speed (exponentially faster every day). How do I make the shift?

If I exit the boundaries of my proclaimed shared purpose too abruptly I risk the mutiny of my clients. My shift in purpose must be quantified by me through honest and poignant client feedback… and it must be done at the new speed of business.  

How do I gather the metrics that matter to me so I can remain relevant?

What questions do I need to be asking my clients?

What are the topics of conversations I should be having with potential and current clients?

What content should I be publishing to keep my clients at ease?

How can I shift my expertise, subtly, to remain relevant without scaring away my client base?  

Man… I’m asking a lot of great questions today.


Advisor Relevance

The Purpose Driven Advisor

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 micromoments 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

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

The Big Picture

Think Differently

Your Gift

The power of persuasion in the digital age of transparency can not be used to sell products in a vacuum to increase shareholder value.

Your gift to persuade clients must be used differently.

Your gift is to persuade clients into doing the right thing for themselves.

Creating stakeholder value is the only way to generate predictable recurring revenue in a robo-world.

You must be able to see your future through this lens or you risk irrelevance.

Think Big Picture.


Act Accordingly

Discover Your Gift