What is Micro-Learning?

Jul 30, 2019

For Financial Advisors

 

 

 

 

 

 

 

 

 

What is Micro-Learning?

 

  • What if there were a place where you could go, that was available 24 hours a day, to help you amplify your unique value?
  • What if it only took minutes of your time and energy to see benefits from your incremental effort?
  • What if it were a platform built specifically for you? 
  • Would you take advantage of it?

With micro-learning, advisors just need to take a few minutes in their schedule to improve their infinite value that can make them invaluable to their ideal audience for years to come.

Micro-learning is a technique that involves tiny chunks of information, ingested in short bursts of time. This is in-line with the way the brain naturally takes in and retains information, making it an effective way to learn.



It is granular… each lesson serves as its own unit but serves as a part of a larger objective in the progression of your advisor value development.

 

Incremental Steps. Exponential Results.

 

After your initial completion of the Infinite Alpha Cycle…You can watch any lesson in any order while gaining a broader perspective on a more dynamic or complex concept. 

You can learn from one end of the spectrum to the other, and piece the micro-sessions together to create a whole that is greater than the sum of its parts.

Traditional learning is linear and trainer driven while micro learning is multidimensional flexible and driven by the learner.

This is all about you…We don’t interrupt your life, ever. You don’t have to wait for the rest of the class to catch up. The benefits are unique to you. Stop and start at your convenience. You are in complete control of your advisor value development.

Our modular learning program has been designed to create a seamless flow… from your working-mind to actionable-concepts to tangible-results in minutes.

Make the adaptations required for your business to thrive in a robo-world by learning, in minutes, exactly how to amplify your unique value, control how it is perceived, and maximize your relevance… 24/7.

Micro-Learning is exactly what you need to remain relevant in the new age of financial services. Enjoy the journey!

 

 

If you want to discover more about us click here…

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Design Your Value for a Robo-World

Jul 29, 2019

It's a robo-world

 

 

 

 

7

How To Design Your Value

Remaining relevant is of paramount importance in a robo-world… but how do we get there?

  1. Staying relevant seems more important than building value… but today’s advisor must first amplify his or her unique value in order to remain relevant.
  2. The modern advisor can only remain relevant when empowered to amplify significant value in a progression that enables complete control over exactly how advisor value is perceived.

 

Given what I know today…

 

  • My purpose has been defined by me as being beyond-profit and client-centered so I may get where I want to be.
    My client-centered purpose defines why I do what I do and it is the cornerstone in the foundation of my infinite value development.
  • My principles and values have been documented by me for publication to help me get where I want to be.
    My principles and values have been documented in my own words to demonstrate my character my competency.
  • My beliefs and opinions have been defined and documented for private introspection so I may get where I want to be.
    My beliefs have been defined by me so I can share what I believe to be fundamentally true. My opinions have been documented for publication so I can tangibly demonstrate the genuine concerns I share with my ideal audience.

 

  • My experiences in life have been documented and are ready to share with my audience so I can get to where I want to be.
    My experiences have been documented to create meaningful points of engagement between me and my audience.
  • My expertise has been defined by me in my own words so I can get to where I want to be.
    My expertise has been defined in my words to translate exactly what my licenses and designations and certifications mean to my clients.
  • I have set standards for behavioral expectations by documenting what my clients can expect from me so I may get to where I want to be.
    The behavior that I can promise shines a spotlight on the value I control the most which also holds the most significance in the lives of my ideal prospects and clients.

This has been a summary of what advisors can accomplish in the first six micro-learning modules of Infinite Advisor Alpha.

Rethinking Value Design

Jul 26, 2019

Rethinking Value Design

 

 

 

 
Advisors who are able to amplify their character competency and genuine concern, tangibly, will see exponential results in multiple dimensions of their businesses.
The steps of our value design process are broken down to 12 critical components and systematized in a progression called Infinite Advisor Alpha.
These critical components have been made available for any advisor on our digital platform in our micro-learning modules.
In less than two minutes per module… advisors can engage meaningfully within the infinite alpha progression to systematically amplify their own unique advisor value (Character, Competency, & Concern).
The model is a symbol as well as a guide for the advisor on his or her never ending journey to where they want to be.
To remain relevant, advisors understand that they can never become complacent and that they must be vigilant in developing their relevance.
Modern Advisors realize that there is no end to that goal… and the infinite alpha progression is a representation of exactly what that means to financial advisors.
The journey is the destination and it is exactly where advisors want to be… The state of perpetual relevance.

The Advisor in the Future

Jul 23, 2019

The Advisor in the Future

I am not in sales. I am a trusted steward of wealth. The cornerstone of my value is my client centered purpose. My principles and values guide the decisions I make every day. My beliefs and opinions have been published in the form of fundamental truths and genuine concerns. I am not a product of this industry. My documented experiences create meaningful touch points for my clients and prospects. I am the only one who can define my expertise… and I do. I cannot promise returns but I realize I must promise my behavior. I am grateful. I am honest. I am empathetic. I cannot be all things to all people so I have rules in place to qualify trusted partners for collaborative relationships. I have a defined philosophy behind the processes of my business. I amplify my value through multiple mediums on the World Wide Web. I am omnipresent. I have defined topics that categorically lead to my authentic relevant value. I am known for the quality of my curiosity. I am an icon on my clients’ smart phones. I never discount my services. I justify my fees with tangible value. I have designed a filter that shields me from digital noise and attracts ideal clients. I have competent conversations fueled by the courage of my conviction. I collaborate only with ideal trusted partners. I realize the importance of setting and maintaining client expectations. My value is always on 24/7 even when I am not available. I publish content that sparks meaningful engagement. I have an intimate knowledge of exactly how my clients feel about my value. I am in complete control of the perception of my value. I am never complacent about my value. My quest for relevance is a never ending journey. My advisor alpha is tangible and perpetual. I have built a unique business to survive and thrive in a robo world.
I am the advisor in the future.

Will Sales Pros Survive?

Jul 19, 2019

Will Sales Pros Survive?

Maybe...
You are not going to survive in the digital age of financial services by selling products.
But you can thrive in the digital age by providing solutions to the people who need them the most.
Traditional sales concepts will tell you that sales has always been about providing solutions… you’re selling the hole, not the drill bit… sell the sizzle, not the steak… it’s a work of art to get them to say yes, isn’t it?
All that sales bullshit is over… In the digital age of transparency, the consumer is in complete control of the purchasing/sales/solutions process.
Your ability to close is no longer a viable skill set in the modern workforce.
But you can position yourself as a trusted steward of wealth, the only issue is this… do you care enough about your clients to do it?
If you do care about your clients and you do want to get paid for your unique solutions and you do trust the wisdom you can provide is worthy… yeah, you can really thrive in the digital age.
Curated Content

This is content posted by someone else… I get to share it with you… here, on my website… because the internet is awesome.

 

by Phil Stubbs | @philstubbs14

‘I love your closing techniques’? or ‘your novelty socks are so amazing’? perhaps it’s: ‘I wish I could sit through more of your huge PowerPoint presentations, I just love the way you cram so much onto each slide’? No?

One of mine was ‘Oh sorry, I always thought you worked here’. It happened to me a number of times when I was ‘social selling’ in the late 90’s. On one occasion it was during an internal, onsite, party at Panmure Gordon, a British corporate and institutional stockbroker and investment bank. The same party where I had been dancing on a chair in full view of a group of board directors.

I remember an old sales manager telling me that a ‘great’ salesman would have a desk at the office of his top clients. Well, I didn’t need a desk, although that may have been safer than dancing on a chair! At the time, I was selling voice and data to financial institutions in the City of London and whilst Panmure had been a client I changed company but it had zero impact on my relationship. It was business as usual, I was just getting orders signed under a different company name.

I was pushing 90’s style ‘social selling’ to the max – birthday drinks, leaving do’s, departmental celebrations, lunches, even Christmas parties – I was invited to them all!

The same was happening at another big client of mine, ABN AMRO Bank, who at the time were one of a handful of triple ‘A’ rated banks. When I switched jobs, I gave my new employers a presentation on how I was going to win the ABN account for them. I then went and did what I said I would and at the next sales conference I presented how we won it. It made me look a star but I knew the truth – I actually ‘bigged up’ what I had done to seal the deal. In reality it was easy, I told ABN I was changing employer and they worked with me to shift services.

Through that style of ‘social selling’ I had gained the trust of so many people – and they bought from me, Phil Stubbs. Even if we screwed up, one time I recall a Friday night stood outside a pub in Holborn as I rang directors of the company I worked for and got them to fix an issue, it was never a deal breaker. ABN had a big move that weekend and none of the voice circuits had been pre-provisioned – we solved it and no drama.

I was giving advice on data networks, when to be honest, my knowledge was limited – but I built a strong virtual account team around me that I had faith in and I encouraged them to develop their own relationships within ABN.

I was trusted and liked, not just as a person but also for my knowledge, openness and dependability. That speaks so much louder than what’s on a business card.

Looking back and comparing to what I do now – the similarities are easy to see. All that work I did at being ‘social’ can now be done online. I connect with people, I get introduced to people as my network grows. I share content, thoughts and views and I get asked for my opinion. Just like the 90’s without the late nights!

Using social media to sell is a must for us today. The buyer – seller relationship has evolved with the buyer now having the power. Social gives you the chance to get into your customer and prospects ‘inner circle’.

If you aren’t immersing yourself into the ‘social world’ of your clients and prospects then you don’t have the bond and level of relationship needed to win.

 

Original Article can be found here.