Getting Better

May 16, 2020

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. 

Build On Purpose (2/3)

Oct 25, 2019

Building On Purpose

Part Two of Three
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Trying to Break Down the Fundamentals of Value Design Can Be an Overly Complicated Endeavor…

In this three part blog post I am attempting to simplify what I have known to be fundamentally true about advisor value design for the past three decades… It can be tricky sometimes to simplify the complex.

This is part two of three. We pick up where we left off in part one…

 

After you are able to define your client-centered purpose and publish your values and principles, as well as document your beliefs and opinions about your unique value… (seems complicated but we make it easy). You are ready to share your experiences your expertise and promise your behavior.

These are the activities required to connect the dots between the collaborative behavior required by your trusted clients and the behavior you can promise as a trusted advisor. Remember, this is about three main things.. Earning trust, controlling the perception of your value, and setting collaborative rules to remain relevant.

The progression of your value development must be acknowledged as part and parcel with your value design… in other words, how you design your value becomes a part of your value design.

The simplification of the Infinite Alpha Progression allows you to make incremental additions to your overall success by continuing your exponential engagement with clients and prospects.

Each one of the elements shown on the slides included is a fundamental discipline that requires your attention daily to meet the demands of exuding your value exponentially every day. When combined in a variety of ways, the disciplines of your value are the building blocks of your relevance. They work together in conjunction to empower you. The progression gives you the luxury of saved time while you attend to the daily actions required by you to survive, while giving you the opportunity 24/7 to build your business on purpose.
Part Three of ThreePart One of Three

Build On Purpose (1/3)

Oct 24, 2019

Building On Purpose

Part One of Three
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Three Simple Reasons Why Building On Purpose Is Critical

  1. It Empowers you to earn trust quickly in a digital world.
  2. It allows you to highlight the value you control the most. (Perception)
  3. It sets the standard for behavior in collaborative relationships.

What does it mean to “Build on Purpose?”

When your client-centered purpose has been defined by you, it empowers you to earn trust quickly in a digital world. This tangible demonstration of your shared interests with your ideal audience is the cornerstone of your unique foundation of trust. The words you choose to define your purpose must carry the weight of the seriousness of your calling… in other words, your purpose can’t be a catchphrase.

When you are able to align your purpose with your principles and values, you are beginning to demonstrate your integrity in a tangible format.

This is my purpose… these are the principles that have helped me form my unique purpose… these are the values that I hold dear… they are connections that must be published by you to demonstrate connecting points with the behavior that will be promised by you and your clients.

 

Your beliefs and opinions must be demonstrable as well. After all, they are why you get paid in the first place. If you aren’t forming beliefs and opinions about this industry and the value you provide to your clients, you aren’t really in the business of financial advice.

 

These are my beliefs… I state them as being fundamentally true because that’s how strong my conviction is around the decisions I make daily. My opinions are published in the form of genuine concerns that I have for my clients. 

Your purpose principles and beliefs must be in complete alignment and you must be able to prove that alignment tangibly to survive in a robo world.
Part Two of Three

The Big Picture

Oct 3, 2019

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