Growing Your Value

The Value Of Advisors

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

Always Confidential.

Always On.

Always Free. 


Build On Purpose (1/3)

Building On Purpose

Part One of Three

Three Simple Reasons Why Building On Purpose Is Critical

  1. It Empowers you to earn trust quickly in a digital world.
  2. It allows you to highlight the value you control the most. (Perception)
  3. It sets the standard for behavior in collaborative relationships.

What does it mean to “Build on Purpose?”

When your client-centered purpose has been defined by you, it empowers you to earn trust quickly in a digital world. This tangible demonstration of your shared interests with your ideal audience is the cornerstone of your unique foundation of trust. The words you choose to define your purpose must carry the weight of the seriousness of your calling… in other words, your purpose can’t be a catchphrase.

When you are able to align your purpose with your principles and values, you are beginning to demonstrate your integrity in a tangible format.

This is my purpose… these are the principles that have helped me form my unique purpose… these are the values that I hold dear… they are connections that must be published by you to demonstrate connecting points with the behavior that will be promised by you and your clients.


Your beliefs and opinions must be demonstrable as well. After all, they are why you get paid in the first place. If you aren’t forming beliefs and opinions about this industry and the value you provide to your clients, you aren’t really in the business of financial advice.


These are my beliefs… I state them as being fundamentally true because that’s how strong my conviction is around the decisions I make daily. My opinions are published in the form of genuine concerns that I have for my clients. 

Your purpose principles and beliefs must be in complete alignment and you must be able to prove that alignment tangibly to survive in a robo world.

Introspection Is The Key

It's All In Your Head

Introspection The Key To Your Survival

This is why introspection and value development are the keys to your survival in a robo-world.

It’s not leads… it’s not marketing metrics…  it’s not a sales funnel… it’s not copying what other successful advisers have done…

The key to your survival already exists… the big question is…

Do you have the ability to discover and define it?

In a robo-world where change is exponential you do not have the luxury of time to eventually discover your authentic relevant value, you must discover your value immediately and proactively define and design that value for digital consumption so it can be made available 24 hours a day.

One luxury you do have made available to you, is the opportunity for introspection 24/7 offered exclusively here…
it’s the express lane for advisor survival in the digital age of financial services.

Take a look at the infinite progression of advisor introspection made available exclusively for you.

You must be proactive in the development of your own relevance to survive in a robo-world.

Nobody else is going to do it for you.

It’s nobody’s business but yours.

Be proactive and take advantage of the opportunity in front of you right now.

You Have The Answers

We Have The Right Questions