The Milestones of Advisor Relevance

Jan 25, 2020

Advisor Relevance

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Twelve Milestones of Advisor Relevance

In the digital age of financial services.

Defined Client-Centered Purpose

Shared purpose is the cornerstone in the foundation of trust.

Principles and Values

Giving merit to the claims of your endeavor of stewardship. 

Beliefs and Opinions

The fundamental truths and genuine concerns you have about your calling.

Experiences

Your experiences in life have lead you to this momentous occasion of trusted stewardship. 

Expertise

Your beliefs and opinions are why you get paid… what does this mean to your clients? 

Promised Behavior

The foundation of trust must be paved with your behavioral promises. 

Rules of Engagement

You must not become all things to all people… using the word no is one of the keys to your relevance. 

Philosophy and Process

Those who qualify for your services will experience a well defined journey of wisdom. 

Omnipresence

Your value must become available through multiple digital mediums… even when you are not. 

Topics of Engagement

Your published touch points must always lead to your unique solutions. 

Questions that Matter

You must become known for the quality of your curiosity.

Feedback

You must know precisely how your unique value makes your ideal audience feel. 
Stay Relevant

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

Quality Over Quantity

Dec 30, 2019

Introspection

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More leads is not the solution

 
The solution to your current issues as an advisor can be found from within. That’s right… every problem you are facing as a trusted steward of wealth can be solved by looking within your business first and applying the wisdom you can gain from introspection of your issues. The biggest hurdle is asking yourself the right questions. Most advisors can’t do that… most people can’t do that… so you need a resource of really great questions to challenge your conventional thinking. That’s right, you need to think differently to survive. 
 

The strategic design for success of the advisor in the future is centered on value. Your value must become definable detectable and desirable in the digital landscape of today’s robo world. 

 
Starting with the three pillars of advisor value, you will begin to comprehend more deeply the weight that your unique value will carry moving forward in the new financial services ecosystem. 
 
Design your value from the inside out to get and keep ideal clients. Spend your resources wisely on the activities that will increase the quality of your clientele… stop wasting time and money on clicks and leads. 
 
Discover how to exude your relevant value 24/7 right now. 
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The best way for advisors to create a niche

Dec 3, 2019

Your Niche Is Out There

Why form a niche?

Why must you discover your niche? Not because it works… not because others have had success… because you can’t compete in the financial services industry on price. If you try, you will be replaced either by the industry, your firm or your clients. When the measure of your value is price alone, you become replaceable. You must become responsible for the ownership of the perception of your value. In doing so, you must find ideal like-minded clients to serve… because you can’t be all things to all people. Attempting to be a jack of all trades is the quickest way to be forced to exit this industry. Trust me when I say this, You don’t want to miss out on the next 10 years.

Clients that come to you for discounts will leave for discounts.

So you need a niche to remain relevant and become irreplaceable. Not because it may have worked for someone else.

1. You can’t compete on price.

2. You can’t be all things to all people.

3. Price becomes an issue in the absence of value.

4. Prescription without thorough diagnosis is malpractice.

5. Quality over quantity.

You must increase the quality of your clientele but you can’t afford to have your reputation tarnished by making promises you can’t keep. Your authentic value must be made available 24/7 for the world to see and here. This is not the corporate slogan or the company catchphrase… this begins with your client-centered purpose. You must own the words that define your authenticity and it all begins with your shared purpose. Ideal relationships are formed with a shared purpose… this is where you begin to carve out your niche.

To survive in the digital age advisors I must not compete on price… to thrive I must be able to increase the quality of my relationships by design. My process must become simplified yet productive. 

Your Process Must Empower You…

  • Connecting the dots of the critical components (simplification).
  • Building the foundation of your advisor alpha to create tangible value (exude value 24/7).
  • Expand tangible value to remain relevant and become irreplaceable (completing the process but never finishing).
  • Productive repetition by design (small steps).

You must get ideal clients…

you must remain relevant…

and you must become irreplaceable to keep ideal clients…

while you simultaneously expand the breadth and depth of your services 24/7.

Your niche can be formed by your purpose… in fact, it’s the only way to truly connect to your ideal audience in the new digital era of financial services.

 

Quality relationships begin with shared purpose.

 

I will pay you to solve my problems if you can prove to me that our end-game is mutual success.

~ Ideal Client

Discover Your Niche