Your Digital Footprint

Sep 10, 2019

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

The Race For Relevance

Sep 3, 2019

Advisor Relevance

How the Financial Services Industry Wants to Control and Diminish the Perception of Your Advisor Value.

This has been going on for decades… the industry creates filters to get rid of the chaff and keep the wheat.

Discover how you can beat them at their own game and thrive in the digital age of financial stewardship by designing your own filters.

 

They think they can keep the assets without the help of advisors… It’s purely a numbers game. If you allow the institutions or your clients to define your value, you will become irrelevant very soon.

 

 

The McKinsey metrics-driven top-down numbers game that the financial services industry has been playing for years will get you fired if you let it.

Digital Noise

Don’t listen to the noise… be aware of the noise but don’t follow the antiquated concepts being perpetually thrown at you by the financial services industry.

In order to thrive in the new age of digital collaborative advice, you must be in complete control of the perception of your value… which means it’s okay to be cognizant of the aforementioned concepts, just don’t make wholesale changes based on fear.

What should you do?

Start Designing Your Own Filters

To distance yourself and your culture far from the inclusive sales culture of the financial services industry you can design your own exclusive filters that enable you to take complete control of the perception of your value.

 

Staying Relevant

Discover How

12 Elements of Your Relevance

Aug 26, 2019

12 Disciplines of Advisor Value

12 Incremental elements of advisor value that require daily attention for the modern advisor to survive in a robo-world.

1. Purpose Client centered… your cornerstone.
2. Principles and Values… you live them daily.
3. Beliefs and Opinions you get paid for them every day.
4. Experiences are your actions that happen 24/7.
5. Your Expertise is defined in your own words… elite for the right audience… broadcast 24/7.
6. Behavior that you promise is a daily discipline that quantifies your advisor value tangibly.
7. Rules of engagement… behavioral promises that must be reciprocated by clients (daily).
8. Your Philosophy and Process are up for constant vigilant updating (daily).
9. Omnipresence is your 24/7 digital footprint that must be constantly monitored…
10. Topics… that lead to your solutions are modified and used (daily).
11. The Questions you ask, that lead to your unique solutions… (daily).
12. Feedback… the circle of life… happens 24/7 and impacts your alpha (daily).

Why are these 12 disciplines so important?

They help advisors design unique filters that separate their value from the proliferation of digital noise, compounding daily, that makes clients and prospects wonder what advisor value really is.

To survive in a robo-world, advisors must design their own unique filter to differentiate their value from perceived peers and industry generated propaganda.

Each advisor’s unique filter leads clients and prospective clients to the authentic value that is relevant to his or her ideal audience.

The 12 daily disciplines are incremental steps that produce exponential results when incorporated in the Infinite Advisor Alpha progression. 

What are Exponential Results?

To survive in a robo-world, advisors must be able to act exponentially… which means that each of these daily undertakings must be addressed regardless of the advisor’s outlook on the design of his or her business. If the steps are taken incrementally… without a system in place to garner exponential results… the advisor ends up losing ground, categorically, in all the areas of value that require attention.

In other words, the system you use to stay relevant has to be simple.

You must make your character, competency, and concern… definable, detectable, and desirable… we have a simplified system that empowers advisors to do that…  24/7.

Micro-Value Development

The progression of micro-value development we offer advisors [24/7] is as simple as it gets.

It is granular… each lesson serves as its own unit but serves as a part of a larger objective in the progression of your advisor value development.

You can learn from one end of the spectrum to the other, and piece the micro-sessions together to create a whole that is greater than the sum of its parts.

This is the system that is required by the advisor who wishes to remain relevant in a robo-world.

And we designed it all just for you…

Enjoy the journey.