Get Better

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Get Better

Improve your advisor value in less than two minutes every day.

Define your client-centered purpose.

Publish your principles.

Share your opinions.

Document your experiences.

Define your expertise.

Promise your behavior.

Become exclusive (You can’t survive in a robo-world by being all things to all people).

Develop your philosophy.

Become omnipresent.

Create topics for meaningful engagement.

Ask better questions.

Gather better feedback.

These are the 12 disciplines of advisor survival in a robo-world.

Get Better

Right Now

Your Value DNA

Every Advisor should have access to resources that empower them to design a business that is focused specifically around their unique value.

Your Advisor DNA is your authentic relevant value…

Your Advisor DNA begins with your Purpose and that purpose must be client-centered.

Discover your client centered purpose to get started on your journey… and discover your unique Advisor DNA

 

 

The Big Picture

Think Differently

Your Gift

The power of persuasion in the digital age of transparency can not be used to sell products in a vacuum to increase shareholder value.

Your gift to persuade clients must be used differently.

Your gift is to persuade clients into doing the right thing for themselves.

Creating stakeholder value is the only way to generate predictable recurring revenue in a robo-world.

You must be able to see your future through this lens or you risk irrelevance.

Think Big Picture.

 

Act Accordingly

Discover Your Gift

Laws of Advisor Value

Fundamental Truths


Advisors Should Be Unencumbered

When it comes to publishing beliefs and opinions about the industry, we lead by example with our Laws of Alpha.


The fundamental truths about advisor alpha (value) and how they got to be the way that they are today can all be found right here at TangibleAlpha.com. In order to demonstrate your value in a tangible fashion for digital consumption, you must define your own “Laws” of investing and wealth management for your clients (and prospects) to see, hear, read, and feel. Your Laws must become more than visible… they must elicit a feeling in the hearts and minds of your audience. This must be available 24/7. Your content has to move your ideal audience to action every day. The action can be to do nothing, give feedback, stay with you as a client, or move their assets to your firm.


 

This is one of our Laws of Advisor Alpha

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The Law of Digital Trust

The Law of Digital Trust

→SUMMARY

Earning trust in the digital age of transparency requires a shared purpose that is supported by promised behavior.

→OVERVIEW

The Law of Digital Trust has been derived from self-evident criteria required to build lasting trusted relationships. In the digital age of transparency it is critical to ramp up the process of collaborative trust and this can be accomplished by stating your client-centered purpose, publishing your principles, and promising your behavior.