Enlightened Content
The Path to Enlightened Content is Infinite
Your content must engage entertain and educate your audience.
So how are you going to do that while you are doing your other job as trusted wealth steward?
The content you publish is indelibly tied to your stewardship business model… you might not see it yet, but the path you choose today will either help you survive in a robo world or it will create your imminent failure.
Either way, your business decisions are your own.
How can you design an infinite measure of great content that is consistent with your focus?
Follow the path of design thinking… the path of Infinite Advisor Alpha…
Your value is there and you should be too. It really is where you want to be.
We make it simple for advisors like you to discover micro bits and pieces of value design twenty-four hours a day.
When the time is right for you, jump into a micro-module that helps to empower your existence in the new ecosystem of financial advice.
You Have To Make It Tangible
If They Can't Feel It... It Doesn't Exist
Quality Over Quantity
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.
Run it Backward to See the Future
A look backward through the infinite alpha progression so you can see why it’s so critical, and how it will help you move forward in perpetuity.
Perspective
Looking at your business from the same perspective can be messed up sometimes… I mean, what other perspective can you possibly have?
Taking the word of a third party to help you rethink your value is a scary proposition. No one really knows what the hell is going on with Google and your marketing analytics are changing all the time. Why should you waste another minute working on your business when you need to be working in your business? If you aren’t growing, you are dying and you have to gather net new everything everyday before the sun goes down. The real things that have to actually happen are far different than the scenarios broadcast by marketing experts and self-proclaimed gurus. To get you through the day I have designed a simple progression that helps advisors create focus, amplify their discipline and helps them design their own system for success.
I am not a guru. I did design this progression to help advisors remain relevant in a robo-world.
The Disciplines From Back To Front
You need open honest feedback from trusted partner clients to survive in a robo-world.
To gather feedback that matters you must be armed with better questions.
To design the best questions you must have targeted topics that lead to your unique value.
Your value must become available 24/7 to convey your unique topical solutions.
Before you become omnipresent your philosophy and processes must have clear definitions.
There are rules that must be designed by you that qualify who gets to experience your value.
You must promise your behavior to expect reciprocal actions by your clients.
Your expertise must be defined by you and you alone and it is indelibly tied to your promised behavior.
The experiences you have gone through must become documented to create valuable touchpoints that tie to your accountability.
Your beliefs and opinions must be documented as the genuine concern and fundamental truths that guide your process.
Your principles and values must become more than an afterthought to earn the trust requisite for valuing your opinions and beliefs.
Your client-centered purpose is the cornerstone of the foundation that allows you the opportunity to make all of the aforementioned possible.
Relevance
I don’t want to be left behind. I must expand the boundaries of my declared expertise or risk becoming irrelevant.
How am I going to do that?
The fact is, my clients come to me for more than my expertise…
It begins with my shared purpose. That’s why I do so well… my common driving force empowers me to do well personally while I am doing the right thing for my clients. How can I expand my limits of expertise by shifting my purpose without losing the flock?
Still, there are more components of my value than my expertise and purpose that must shift slightly for me to remain relevant over time.
More than simply my expertise grounded by purpose, my value is authenticated by my beliefs and opinions. The reason people pay me is rooted deeply in my beliefs and opinions which are developed through my experiences in business as well as life in general.
There are other characteristics of my value that my ideal clients are seeking…
The values that I hold close to my heart… the principles that construct my moral fiber are a huge component of my business. People trust me because they share the moral standards that I have developed through my life experiences and my business experiences. When they see me, they see themselves… or at least the closest version of themselves available, qualified and dedicated to one thing and one thing alone…the stewardship of their wealth.
So I want to remain relevant in an industry that is moving at light speed (exponentially faster every day). How do I make the shift?
If I exit the boundaries of my proclaimed shared purpose too abruptly I risk the mutiny of my clients. My shift in purpose must be quantified by me through honest and poignant client feedback… and it must be done at the new speed of business.
How do I gather the metrics that matter to me so I can remain relevant?
What questions do I need to be asking my clients?
What are the topics of conversations I should be having with potential and current clients?
What content should I be publishing to keep my clients at ease?
How can I shift my expertise, subtly, to remain relevant without scaring away my client base?
Man… I’m asking a lot of great questions today.
#TangibleAlpha