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. 

What Did We Learn?

Last Week's Recap

Recap of Last Week’s Posts


  • Your questions matter… To remain relevant as a trusted source of wisdom, your questions must lead to your unique value across multiple mediums 24/7.

  • Your advisor KPI must be updated to meet the parameters of transparency… The daily tasks required for success are not sales driven anymore.

  • Meaningful engagement must flow seamlessly… In person and digital communication must be focused on the behavior you can promise and not the elements of the business that you can’t. 

  • Success is simple… The three pillars of success are like the three legs of a stool. Without all three, you will struggle to remain relevant in a robo world.

  • Fear is good… The natural enemy of success it would seem is fear… don’t let it be. Embrace fear to accomplish your dreams every day. 


 

These posts have been brought to you in a simplified format that enables you to build your business on purpose in incremental steps. We are here for the sole purpose of helping advisors maximize their tangible value to remain relevant in the modern era of financial services. We accomplish this every day by making the complex simple. If you have already started to build your business on purpose with our program, these two minute audio files will help you gain more perspective on why and how you should continue to grow exponentially with these simplified incremental steps. If this is your first time… get going today because nobody can promise you a tomorrow. 

 

 

 

Influencer Advisor

Your digital content must entertain enlighten and engage your ideal audience.

 
You are no longer an advisor who can under promise and over perform… you must become an influencer who is able to elicit an emotional response with your published content.
 
Whether you are addressing your current clients or prospective clients, your content must entertain, enlighten and engage to the point of eliciting a decision. Your clients are deciding to trust you and to stay with you as a trusted source of wisdom. Your prospects are deciding to make a change for the better if your purpose is aligned with theirs and you can prove tangibly exactly how your value is in their best interest.


 

Every day your business is held in the balance of relevance that must be demonstrated tangibly through multiple mediums.

 
Simplify the process of remaining relevant in a robo world by building your business on purpose. 
 

You Get To Decide

Omnipresence


 

Who do you want to be present for?

It doesn’t matter if every utterance that comes from your blog makes sense. You can’t be all things to everyone and you aren’t going to make sense to all of your clients all of the time. What matters is this; you must be present. 
 
You are an influencer who must remain in the cross-hairs of your audience… you gotta be an icon on the smart device to stay relevant in this robo world. That means you don’t always have to be right or on-point for every client and or prospect 24/7… that is an impossible ask. What you need to be is present, not available, simply present to influence the decisions of your ideal audience 24/7. 
 
Make ’em think,  make ’em laugh,  make ’em feel why they are attracted to you and your unique solutions. Because if you don’t, someone else is going to do exactly that. Your connection begins with your shared purpose. Your behavior (which includes your omnipresence) must demonstrate your alignment of shared purpose with your clients (your ideal audience).
 
 

For whom do you want to be present? 

 
Your purpose dictates for whom you want to be present… or, who you want to be present for. Your behavior (which you can promise) backs the whole thing up. 
 
Don’t worry about being right or wrong… just be present for your audience to make them feel exactly why they trust you. Be authentic… be yourself… and stay relevant for the right audience for the right reasons. 
 
Your being right or wrong will be detected through the process of feedback… which is an ongoing discipline as well… I will publish information about that in more detail in the near future. You can get the picture by looking at this picture…

The Time Is Now

This is the greatest era in which to become and stay a financial advisor… you get to pick exactly the type of clients you want to work with and you get to fire the bad ones. There has never been a greater opportunity for you to take complete control over your business… this is how to do that… two minutes at a time.

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