Introspection Is The Key

It's All In Your Head

Introspection The Key To Your Survival

This is why introspection and value development are the keys to your survival in a robo-world.

It’s not leads… it’s not marketing metrics…  it’s not a sales funnel… it’s not copying what other successful advisers have done…

The key to your survival already exists… the big question is…

Do you have the ability to discover and define it?

In a robo-world where change is exponential you do not have the luxury of time to eventually discover your authentic relevant value, you must discover your value immediately and proactively define and design that value for digital consumption so it can be made available 24 hours a day.

One luxury you do have made available to you, is the opportunity for introspection 24/7 offered exclusively here…
it’s the express lane for advisor survival in the digital age of financial services.

Take a look at the infinite progression of advisor introspection made available exclusively for you.

You must be proactive in the development of your own relevance to survive in a robo-world.

Nobody else is going to do it for you.

It’s nobody’s business but yours.

Be proactive and take advantage of the opportunity in front of you right now.

You Have The Answers

We Have The Right Questions

Advisor By Design

TOP TRAITS OF RELEVANT ADVISORS

 

They know they can’t be everything for everyone.

They use the word “no” as a strategy.

They are known for the quality of their questions.

They are never complacent.

Their reputation precedes them… digitally.

They have a defined process for their businesses.

They have work / life balance.

They are active philanthropists.

They work only with ideal clients.

They control exactly how their value is perceived.

They realize… their unique value is precisely what makes them relevant.

 

What is your unique, authentic, relevant value?

 

 

Take Control

Advisor Conversations that Matter

Topics

3 reasons to nail down your topics for meaningful engagement.

1 Content leads to your unique value. 
2 Questions lead to your value to filter. 
3 Conversations are competent and add to your confidence.

Your virtual value must be aligned with the human experience.

Topics are derived from your purpose, principles, values, beliefs, opinions, experiences, expertise, promised behavior, behavior you expect from clients, your philosophy, and your processes…

Those disciplines of your alpha must be defined (by you) before you can create categories for content topics for engagement and questions that lead to your value.

Topics Tie It Together

The medium is the message. Your digital experience must flow seamlessly with your daily behavior if you want to survive in a robo world.

This is how to do exactly that… quickly.

If you are thinking about outsourcing your content to a third party, think differently.
You don’t need leads for a sales funnel.

You need to filter in prospects and keep clients with personalized topics.

Cookie cutter content will get you washed away.

No more silos.

Your value must become tangible for clients and prospects to see and hear.

Nobody wants to be placed in your sales funnel. Transparency lets prospective clients know exactly what you are up to.

Think Differently.

Own the words. Design your topics. Get and keep ideal clients. In perpetuity.


Conversations that matter don’t happen “off-the-cuff.”

Most advisors have never been afforded the opportunity to discover and define their authentic relevant value… they were hired to sell products. To remain relevant and become irreplaceable advisors are going to have to think differently about their job description. You are going to have to think differently about sales… you are going to have to think differently about service… you are going to have to think differently about your unique value.

  • You can’t have a conversation about the solutions you provide without the courage of your conviction.

  • The courage of your conviction comes from well defined value…

The conversations of most advisors, up until recently, have been centered around either products or the trustworthiness of their firm. But now, the greatest opportunity in the history of financial services awaits you…


Owning The Words That Define Your Value

By owning your value you are creating opportunities to have conversations that matter 24/7

In order to engage in conversations that matter you must have a formalized process in place in which the client experience is never left to question. Your business must become designed to exude your value and leverage all of your resources to consistently improve your client experience while simultaneously engaging in (and improving) the conversations that matter. Essentially, the client experience and the conversations that matter dovetail to enhance the overall  development of your business. Owning your Advisor Alpha creates this opportunity.

Once you define your value… you own your Advisor Alpha

Owning your Advisor Alpha and making it tangible nullifies the element of desperation inherent in a business where you can’t exude your value.

Lacking the courage of your conviction to have conversations of your value is the number one killer of all advisor client relationships… If you can’t put into words why your clients should be paying you, you will neglect them… and neglecting your clients is still the reigning champ of client defection.

They need to feel it… and you need to know how it makes them feel… Tangible Alpha.

If you don’t own the words that define your value you will be destined to attempt to become a version of “all things to all people.” This version of you fails eventually… and this version of you fails more rapidly in a robo-world.


Not owning your value will be the number one reason behind your failure… hourly, daily, monthly failures will ensue… and eventually, not owning your value will be the end of your advisory business.


You must first own your value before you can engage in conversations that matter.

Owning the words that define your value enable you to create a business in which your conversations fuel the client experience and the client experience fuels the conversations that matter. Owning your Advisor Alpha and making it tangible will drive the success of your business in the future… by design. 

Ponder This…

How can you escape the trap of client defection due to advisor neglect? How can you empower all trusted partners to have conversations with the courage of their conviction? How will you remain relevant and become irreplaceable

 

 

Topics Must Be Defined

My Topics

Omni Channel

Always Connected

Omni-Channel The Next Big Thing…

I find it refreshing when technology supports  our branding message and our marketing solutions. 

 

Vendors aren’t necessarily evil…

This is why you may have to kill the messenger… if technology vendors don’t bring you opportunities to gather the metrics that matter to you rather than the data they want to collect for themselves (they call it critical feedback) disguised as ROI… You may want to kill the messenger and hide from technology. Before you run and hide or piss away your tech budget understand this, the endeavor of gathering quality ROI (Return on Investment) through omni-channels is entirely up to you… not the vendors.

The Medium is the Message

To remain relevant you must have a consistent message of value across multiple mediums. This is now known as an omni-channel opportunity. (I wish I’d thought of that because it sounds cool.) To remain relevant and become irreplaceable your “omni-channel”  message must be working for you in a tangible fashion to gather the feedback required for the sustainability of your business. It is up to you to have a designed system in place to gather the metrics that matter to you before you implement the tactical offerings of technology vendors. (Simplified: you need your metrics not their metrics) If you don’t have a defined strategic foundation in place (Tangible Alpha)  you are likely to fall into the trappings of tactical rhetoric disguised as strategic solutions. These tactics bring with them vendor measurements of your ROI  which are not consistent with  measurements required by you for your success.


Consistency of Message versus Technology…

The advisor in the future will craft a message of value that resonates tangibly throughout multiple mediums. By doing so, the advisor places herself in position to leverage technology.

 

Technology should be empowering you but often times it is tying you down and holding you back… Building a strategic foundation through intentional value design (Tangible Alpha) allows you to implement tactical technology solutions that help you gather the metrics required by you to create a sustainable business. By owning the words that define your value and building your Advisor Alpha through the Tangible Alpha progression you will be building a client-centered message of value that resonates throughout the omni-channels of our world.  Build your strategic foundation first, then you can more securely introduce “technology as a solution” in such areas as “omni-channel” marketing. (I’m doing air quotes for those last two… try it it feels good.)

 


Drop the “value prop”

The catch phrase vs. Tangible Alpha (branding for financial advisors)

You can’t afford to be associated with a company catchphrase in the digital age of transparency… In the 7 seconds your clients and prospects are giving you to impress them, the catchphrase (Value Proposition) is an automatic bounce. The catchphrase is a client experience killer and a nail in your coffin when prospecting potential clients.

Consistency of the message of the advisor’s client-centered value throughout omni-channels (multiple mediums) is a priority oveMediumr the types of technology the advisor will use to create her/his digital portfolio (footprint)… all of the technology in the world will not fix your clusterf%ck of a message when it has no consistency throughout multiple mediums (omni-channel). Advisors in the future understand that omni-channel branding isn’t just for prospecting… it is also for the 24 hour client experience (to the pocket), which is why your message is the medium “the medium is the message” and you must be able to extract as much quality data from your medium (channel) as the amount and quality of information the medium is extracting from you (information you are putting in the medium). Otherwise… it’s simply a waste of your resources. “Get your shit together” and drop the catchphrases (total contradiction). But seriously, get your shit together. Because tech is only going to get faster and more exponential as time marches on. 

 


The ROI on omni-channel marketing begins and ends with a consistent message of your value and that value begins and ends with a client-centered purpose.  

~I said that

 

Your Strategic Foundation

Without crafting a strategic foundation to implement tactical technology solutions that take you to the “next level” of omni-channel marketing, you will become hamstrung by the same vendors who are claiming to empower your business.

Without discovering defining and designing your Tangible Alpha, your ROI is no more than a wish… in which the metrics of success can only be measured by the vendor who sold you the pipe-dream. Build your own foundation… gather your own metrics of success… own your Tangible Alpha before you enter into any technological solution that claims to be a strategy. (Because technology is not a strategy… it’s simply a tactical concept keenly disguised as a strategic solution generally sold to advisors who have no idea what to expect in return.)


You must be able to walk the digital talk across all mediums and become more than a catchphrase… In the digital age of transparency you can and must do this by design.

~ I said that too

What are omni-channel tech vendors selling?

Vendors are going to try to sell you a Maserati with no engine… the engine (your Tangible Alpha) is an afterthought to the vendors of omni-channel tactical solutions… it’s not necessarily a bad thing… it’s just the way it is… there is a hot new buzzword that vendors will be selling you… they really have no clue how to make it work for you… and if you don’t get in now,  you will miss this opportunity… but you are smart… you know fear of missing out is an unnecessary risk. There must be a solidified reason behind implementing technology for the purposes of omni-channel marketing in the digital age of transparency.

I find it off-putting when technology vendors want to sell us something for the sake of technology.

The reason is this, there has never been a greater opportunity in the history of the world to become a successful financial advisor. Omni-channel marketing and the technology that comes with it shouldn’t scare you away from the greatest opportunity available in the greatest business in the world.

Transparency is the friend of the advisor in the future… by empowering your business with Tangible Alpha you will be creating a business development foundation that allows you to develop sustainable growth by leveraging transparency. You will become an Advisor in the future by collecting the metrics that matter to you.

Quick Recap…

Omni-channel is the new buzzword for marketing and branding… don’t fear technology… you may want to kill the messenger but you don’t have to… make your advisor alpha tangible to build a strategic foundation in which you  can leverage technology to gather the metrics that matter to you. Tangible Alpha isn’t the only way to accomplish success…  it is the simplest, most effective, proven (40 years in the making) way for advisors to gather invaluable data for the sustainability of their businesses.

(If you are unfamiliar with the man in the picture you are missing out Marshall McLuhan)

Keep it Tangible,

Grant

 

Are You Omnipresent?

Discover How

Drop the Value Prop

Your Words Matter


You have to own the words to own your Alpha… otherwise you’re just speaking with nonsensical catchphrases and corporate jargon.

(Props to AVAYA for this snarky promotional piece)

 

Catchphrases Don't Work

 

 

 

 

Own The Words

Your Digital Footprint

It's Yours...

You are Solely Responsible for Your Own Digital Footprint.

In The Video below Mark Cuban and Adam Grant discuss “Pitches” but more importantly the message within Cuban’s pitch is one that should resonate with the Advisor in the Future…

That message is this; Once you type an email and hit send you no longer own that email (or text or Tweet or comment) but you are solely responsible for that email for the rest of your life.

Your digital portfolio or footprint is the most valuable and most dangerous opportunity you will undertake moving forward in this industry (in regard to your brand, reputation and integrity)…

In a robo-world, you can’t afford not owning the perception of your value.

 

If you don’t own the words, you can’t own your Alpha.

If you don’t own your Alpha you can’t make it Tangible.

If your Alpha isn’t Tangible by design, you will struggle to survive.

There is unlimited upside to publishing your purpose when your Alpha is Tangible.

 

It's Yours... Forever

Take Control