Outside the Black Box

Aug 23, 2019

Rethink Your Relevance

How To Get Started Thinking Differently...

What is Micro-Learning?

What if there were a place where you could go, that was available 24 hours a day, to help you amplify your unique value?
What if it only took minutes of your time and energy to see benefits from your incremental effort?
What if it were a platform built specifically for you?
Would you take advantage of it?

With micro-learning, advisors just need to take a few minutes in their schedule to improve their infinite value that can make them invaluable to their ideal audience for years to come.

Micro-learning is a technique that involves tiny chunks of information, ingested in short bursts of time. This is in-line with the way the brain naturally takes in and retains information, making it an effective way to learn.

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.

Incremental Steps. Exponential Results.

After your initial completion of the Infinite Alpha Cycle…You can watch any lesson in any order while gaining a broader perspective on a more dynamic or complex concept.

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.

Traditional learning is linear and trainer driven while micro learning is multidimensional flexible and driven by the learner.

This is all about you…We don’t interrupt your life, ever. You don’t have to wait for the rest of the class to catch up. The benefits are unique to you. Stop and start at your convenience. You are in complete control of your advisor value development.

Our modular learning program has been designed to create a seamless flow… from your working-mind to actionable-concepts to tangible-results in minutes.

Make the adaptations required for your business to thrive in a robo-world by learning, in minutes, exactly how to amplify your unique value, control how it is perceived, and maximize your relevance… 24/7.

Micro-Learning is exactly what you need to remain relevant in the new age of financial services. Enjoy the journey!

Take A Step In The Right Direction Today

Get and Keep Ideal Clients

Aug 14, 2019

Earning Trust in a Robo-World

In the Future…

How will financial advisors get and keep ideal clients?

This is a walk-through for the first six micro-learning modules of Infinite Advisor Alpha

Purpose You must lead with a client centered purpose to remain relevant in the digital age.
Principles Your principles must be documented to create tangible accountability in a robo-world.
Opinions You must distinguish your authority as a trusted source of wisdom.
Experiences Creating tangible touch-points, that your clients and ideal prospects can associate with, is imperative for your survival.
Expertise Your expertise must be defined by you… in words that your ideal audience can understand and appreciate.
Behavior You can’t promise returns… you must promise your behavior to survive in a robo-world.

Building a solid foundation of trust is a two-way street in the digital era of financial services. Not only must you convey your wisdom and integrity 24/7… but your digital marketing campaigns must be relied upon to filter in ideal trusted, like-minded prospects… while simultaneously reminding your current clientele of your unique authentic value… 24/7.

If you are a returning advisor, this should encourage you to keep moving down the right path…

If you haven’t taken the plunge, please feel free to dip a toe into our pool of wisdom. Our sole purpose is to help good people get better… every day.

Enjoy the journey,

Grant

Your Filter

Aug 9, 2019

Digital Noise Filter

Turning the noise into value.

3

Are You Building On Purpose?

The first six micro-modules of Infinite Advisor Alpha allow you to set your unique foundation for trust so you can promise your behavior and expect reciprocal actions… which means you only work with trusted partners… which means you have started to design your digital noise filter. (Discover More About Micro-Value Development)

Based on the ideal clients you want to work with, the foundational categories of your relevant value (for which they will gladly pay) are at your fingertips.

Your Filter will build the foundation and set the standards for getting and keeping ideal clients…

Earning trust
Creating meaningful touch points
Promising behavior
Making your competency, character, and concern tangible.

Do You Have A Filter?

The first six modules create the foundation for the design of your unique digital noise filter.

Module seven empowers you to use the word NO as a strategy… your filter in action.

Modules 8-12 will empower you to add to your filter by… defining your process, creating an omnipresent user experience – UX, (which is rapidly replacing the old fashioned client experience – CX) Defining topics of meaningful engagement, designing questions that matter, and gathering feedback required to remain relevant.

Are You Where You Want To Be?

Never be complacent.
Design a simple model that people can understand.
Learn how to ask distinctive questions.
Gather feedback that matters.

“Where you want to be” is the state of perpetual relevance…a never ending journey.

The only way to get there (where you want to be) is to design your unique filter.

This is the journey that will help you design your unique filter… to remain relevant in a robo-world.

The journey to perpetual relevance is never-ending.

The journey to your infinite relevance begins with a single step…

The journey to perpetual advisor relevance begins with Purpose… and it never ends,

Enjoy your journey.

Align Your Purpose With Your Fees

Aug 2, 2019

Justify Your Fees

Alignment of Fees with Purpose

For advisors to survive in a robo-world they must be granted the autonomy to build their own unique compensation structure that demonstrates tangibly, their alignment with the success of the investor-client.

It won’t happen from the top-down… the hierarchical model that separates shareholder-value from stakeholder well-being is deeply ingrained into the landscape of financial services… for a long time to come.

So advisors must become empowered to set their fees at a level commensurate to the quality of their services… to do that, they must define their unique value for digital delivery, consumption, and refinement… in other words, their advisor value must become tangible for the justification of their client-centered fee structure.

Introspection and self-value discovery are required to justify the fee structure of the advisor in the future of financial services.

The ability to design this self-aware model must become available for easy access 24/7. (That’s what we have done… FYI)

Advisors who were trained to sell, and have no experience with service driven incentives, will struggle with the concept of this new compensation ideology. Transparency will illuminate the path for the advisor in the future… so he or she can see exactly what must take place to structure his or her unique compensation package… to be in complete alignment with the good of the client.

The micro-learning modules of Infinite Advisor Alpha can help you shine a spotlight on your value… to justify your fee structure… so you can survive and thrive in a robo-world.

I believe in human advisors…

Jul 25, 2019

I Believe...

I believe in human advisors…

I believe that the misuse of technology will be the leading cause of advisor suffering in the next two years.
I believe the traditional marketing concepts are antiquated and will cause advisors more pain than resolve.
I believe advisors must become empowered to use exclusionary service concepts, rather than inclusive sales tactics.
I believe advisors are fully capable of taking complete control over the perception of their value.
I believe that this is the best time in the history of the financial services industry for advisors to exude their relevant value.
I believe that now, more than ever, investors are in dire need of a trusted source of wisdom.
I believe that advisors must make their value tangible to survive in a robo world.
I believe that I provide the best opportunity for financial advisors to thrive in the digital age.
I believe that any advisor can benefit from the services I provide but I understand that my services are not for every advisor.
I believe in human financial advisors.

Measuring Your Success

Jul 22, 2019

Measuring Your Success

Your personal growth and value development will be documented by you in your own personal private notebook.

Your journey through the progression of infinite advisor alpha has been designed so that you can see tangible evidence in very specific areas of critical value development.

These 12 critical components are the chapters in your advisor story and the filter that leads to the amplification of your value in the three foundational pillars of your advisor alpha.

You will be able to to amplify your character your competency and your genuine concern (the three pillars of value) tangibly… throughout the chapters of your notebook for the rest of your career.

This is what we mean when we say “the journey has become the destination.”

This journey is unique to you and no one else can do the work for you… you must take complete responsibility for your path of success and this is your opportunity to not only survive but thrive in the new Robo-World of financial services.

Your success will be measured by you… and you alone. We will simply be giving you the tools to measure what matters the most.