Growing Your Value

Jan 17, 2020

The Value Of Advisors

G

The Statement

Your character competency and concern must become definable detectable and desirable to survive in a robo world.

What does this mean?

  1. If you let someone else define your value they will dictate the worth of that value.
  2. Your value must be always on… detectable from any device 24/7.
  3. You must elicit a feeling from your audience to qualify them as a trusted partner. You  have to know how your value makes your clients feel and you have to make prospects feel uncomfortable to get them to think about becoming a client. 

 

 

Your Value Must Be Tangible

  • If you are to survive in a robo world, you must make the intangibles of your advisor value tangible.
  • Not taking complete control over how your value is perceived is tantamount to throwing in the towel. 
  • Your tangible advisor alpha can only be truly realized through introspection and continual honest feedback. 

The Best Way 

The only way to make sure your advisor value becomes tangible in the digital age of financial services is to become self-aware within the spectrum of disciplines made available right here at TangibleAlpha.com.

Always Confidential.

Always On.

Always Free. 

 
Advisors Only

Advisor Opacity

Jan 1, 2020

Transparency

The opacity or lack-of-clarity that is inherently developed by the average financial services professional has been developed over decades by an industry counting on that lack-of-clarity to increase demand for services… that model is done… it is no more… If you don’t leverage transparency to your advantage in the form of Tangible Alpha, you will become extinct… your services will become commoditized and your clients will become enemies. Price only become an issue in the absence of value… you must make your authentic relevant value Tangible…

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Get Tangible

Relevance

Dec 2, 2019

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.

#TangibleAlpha

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