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

 

 

 

 

Get and Keep Ideal Clients

Aug 14, 2019

Earning Trust in a Robo-World

In the Future…

How will financial advisors get and keep ideal clients?

This is a walk-through for the first six micro-learning modules of Infinite Advisor Alpha

  1. Purpose  You must lead with a client centered purpose to remain relevant in the digital age.
  2. Principles  Your principles must be documented to create tangible accountability in a robo-world.
  3. Opinions  You must distinguish your authority as a trusted source of wisdom.
  4. Experiences  Creating tangible touch-points, that your clients and ideal prospects can associate with, is imperative for your survival.
  5. Expertise  Your expertise must be defined by you… in words that your ideal audience can understand and appreciate.
  6. Behavior  You can’t promise returns… you must promise your behavior to survive in a robo-world.

 

Building a solid foundation of trust is a two-way street in the digital era of financial services. Not only must you convey your wisdom and integrity 24/7… but your digital marketing campaigns must be relied upon to filter in ideal trusted, like-minded prospects… while simultaneously reminding your current clientele of your unique authentic value… 24/7.

If you are a returning advisor, this should encourage you to keep moving down the right path…

If you haven’t taken the plunge, please feel free to dip a toe into our pool of wisdom. Our sole purpose is to help good people get better… every day.

Enjoy the journey,

Grant

Your Filter

Aug 9, 2019

Digital Noise Filter

Turning the noise into value.

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Are You Building On Purpose?

The first six micro-modules of Infinite Advisor Alpha allow you to set your unique foundation for trust so you can promise your behavior and expect reciprocal actions… which means you only work with trusted partners… which means you have started to design your digital noise filter. (Discover More About Micro-Value Development)

Based on the ideal clients you want to work with, the foundational categories of your relevant value (for which they will gladly pay) are at your fingertips.

Your Filter will build the foundation and set the standards for getting and keeping ideal clients…

  • Earning trust
  • Creating meaningful touch points
  • Promising behavior
  • Making your competency, character, and concern tangible.

Do You Have A Filter?

The first six modules create the foundation for the design of your unique digital noise filter.

Module seven empowers you to use the word NO as a strategy… your filter in action.

Modules 8-12 will empower you to add to your filter by…  defining your process, creating an omnipresent user experience – UX, (which is rapidly replacing the old fashioned client experience – CX) Defining topics of meaningful engagement, designing questions that matter, and gathering feedback required to remain relevant.

Are You Where You Want To Be?

  • Never be complacent.
  • Design a simple model that people can understand.
  • Learn how to ask distinctive questions.
  • Gather feedback that matters.

“Where you want to be” is the state of perpetual relevance…a never ending journey.

The only way to get there (where you want to be) is to design your unique filter.

This is the journey that will help you design your unique filter… to remain relevant in a robo-world.

The journey to perpetual relevance is never-ending.

The journey to your infinite relevance begins with a single step…

The journey to perpetual advisor relevance begins with Purpose… and it never ends,

Enjoy your journey.

 

 

Align Your Purpose With Your Fees

Aug 2, 2019

Justify Your Fees

 

 

 

 

Alignment of Fees with Purpose

 

For advisors to survive in a robo-world they must be granted the autonomy to build their own unique compensation structure that demonstrates tangibly, their alignment with the success of the investor-client.

It won’t happen from the top-down… the hierarchical model that separates shareholder-value from stakeholder well-being is deeply ingrained into the landscape of financial services… for a long time to come.

So advisors must become empowered to set their fees at a level commensurate to the quality of their services… to do that, they must define their unique value for digital delivery, consumption, and refinement… in other words, their advisor value must become tangible for the justification of their client-centered fee structure.

Introspection and self-value discovery are required to justify the fee structure of the advisor in the future of financial services.

The ability to design this self-aware model must become available for easy access 24/7. (That’s what we have done… FYI)

Advisors who were trained to sell, and have no experience with service driven incentives, will struggle with the concept of this new compensation ideology. Transparency will illuminate the path for the advisor in the future… so he or she can see exactly what must take place to structure his or her unique compensation package… to be in complete alignment with the good of the client.

The micro-learning modules of Infinite Advisor Alpha can help you shine a spotlight on your value… to justify your fee structure… so you can survive and thrive in a robo-world.