What Did We Learn?

May 11, 2020

Last Week's Recap

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Recap of Last Week’s Posts

  • Your questions matter… To remain relevant as a trusted source of wisdom, your questions must lead to your unique value across multiple mediums 24/7.

  • Your advisor KPI must be updated to meet the parameters of transparency… The daily tasks required for success are not sales driven anymore.

  • Meaningful engagement must flow seamlessly… In person and digital communication must be focused on the behavior you can promise and not the elements of the business that you can’t. 

  • Success is simple… The three pillars of success are like the three legs of a stool. Without all three, you will struggle to remain relevant in a robo world.

  • Fear is good… The natural enemy of success it would seem is fear… don’t let it be. Embrace fear to accomplish your dreams every day. 

 

These posts have been brought to you in a simplified format that enables you to build your business on purpose in incremental steps. We are here for the sole purpose of helping advisors maximize their tangible value to remain relevant in the modern era of financial services. We accomplish this every day by making the complex simple. If you have already started to build your business on purpose with our program, these two minute audio files will help you gain more perspective on why and how you should continue to grow exponentially with these simplified incremental steps. If this is your first time… get going today because nobody can promise you a tomorrow. 

 

 

 
Build On Purpose!

You Get To Decide

Apr 16, 2020

Omnipresence

 

Who do you want to be present for?

It doesn’t matter if every utterance that comes from your blog makes sense. You can’t be all things to everyone and you aren’t going to make sense to all of your clients all of the time. What matters is this; you must be present. 
 
You are an influencer who must remain in the cross-hairs of your audience… you gotta be an icon on the smart device to stay relevant in this robo world. That means you don’t always have to be right or on-point for every client and or prospect 24/7… that is an impossible ask. What you need to be is present, not available, simply present to influence the decisions of your ideal audience 24/7. 
 
Make ’em think,  make ’em laugh,  make ’em feel why they are attracted to you and your unique solutions. Because if you don’t, someone else is going to do exactly that. Your connection begins with your shared purpose. Your behavior (which includes your omnipresence) must demonstrate your alignment of shared purpose with your clients (your ideal audience).
 
 

For whom do you want to be present? 

 
Your purpose dictates for whom you want to be present… or, who you want to be present for. Your behavior (which you can promise) backs the whole thing up. 
 
Don’t worry about being right or wrong… just be present for your audience to make them feel exactly why they trust you. Be authentic… be yourself… and stay relevant for the right audience for the right reasons. 
 
Your being right or wrong will be detected through the process of feedback… which is an ongoing discipline as well… I will publish information about that in more detail in the near future. You can get the picture by looking at this picture…

The Time Is Now

This is the greatest era in which to become and stay a financial advisor… you get to pick exactly the type of clients you want to work with and you get to fire the bad ones. There has never been a greater opportunity for you to take complete control over your business… this is how to do that… two minutes at a time.
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Disconnected

Apr 3, 2020

What Is High Net Worth?

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The HNW Disconnect

The average advisor is not able to interact with the conference big wigs that we see plastered all over social media. When we see posts from Carl Richards or Michael Kitces we know that the high end of wisdom is in the room. Yet, most financial professionals don’t have the time or the resources to rub elbows with these high end gurus. 

What can connect you with the great minds of financial services is social and digital media. Yet, the promise of good fortune seems to be more distant when we realize that the lives they live are well beyond our grasp. 

So what can you do as an average advisor to take advantage of the high end wisdom they espouse? 

Your model of value must be specific to your circumstances… you can’t achieve the greatness of the HNW advisors by simply copy and pasting what has been done by others… no matter how successful they might have been. 

Your model of success is dependent on the introspection that the “successful” HNW advisors have already gone through. 

It’s great to read and hear about the success of other advisors who are immersed in HNW business models, but your reality lies within your ability to emulate how they got there and not just a cookie cutter model of what they have done. 

Your success, like the success of HNW advisors, is dependent on introspection of your very unique circumstances. 

Your future is dependent on your ability to be honest with yourself about your value…  
Discover your value… Define it… Design your value for digital consumption.

 

Make your value tangible so you can survive and thrive in a robo world. 

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