You Get To Decide

Apr 16, 2020

Omnipresence

Who do you want to be present for?

It doesn’t matter if every utterance that comes from your blog makes sense. You can’t be all things to everyone and you aren’t going to make sense to all of your clients all of the time. What matters is this; you must be present.

You are an influencer who must remain in the cross-hairs of your audience… you gotta be an icon on the smart device to stay relevant in this robo world. That means you don’t always have to be right or on-point for every client and or prospect 24/7… that is an impossible ask. What you need to be is present, not available, simply present to influence the decisions of your ideal audience 24/7.

Make ’em think, make ’em laugh, make ’em feel why they are attracted to you and your unique solutions. Because if you don’t, someone else is going to do exactly that. Your connection begins with your shared purpose. Your behavior (which includes your omnipresence) must demonstrate your alignment of shared purpose with your clients (your ideal audience).

For whom do you want to be present?

Your purpose dictates for whom you want to be present… or, who you want to be present for. Your behavior (which you can promise) backs the whole thing up.

Don’t worry about being right or wrong… just be present for your audience to make them feel exactly why they trust you. Be authentic… be yourself… and stay relevant for the right audience for the right reasons.

Your being right or wrong will be detected through the process of feedback… which is an ongoing discipline as well… I will publish information about that in more detail in the near future. You can get the picture by looking at this picture…

The Time Is Now

This is the greatest era in which to become and stay a financial advisor… you get to pick exactly the type of clients you want to work with and you get to fire the bad ones. There has never been a greater opportunity for you to take complete control over your business… this is how to do that… two minutes at a time.

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Gratitude and Authenticity

Apr 14, 2020

The Attitude of Gratitude

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Authentic Gratitude

It's All About You

Your Engagement… Really Important

Feb 4, 2020

Engagement Is Key

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Meaningful Engagement

Let's Do This

Growing Your Value

Jan 17, 2020

The Value Of Advisors

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The Statement

Your character competency and concern must become definable detectable and desirable to survive in a robo world.

What does this mean?

If you let someone else define your value they will dictate the worth of that value.
Your value must be always on… detectable from any device 24/7.
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 TangibleAlpha.com.

Always Confidential.

Always On.

Always Free.

Advisors Only

The best way for advisors to create a niche

Dec 3, 2019

Your Niche Is Out There

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Why form a niche?

Why must you discover your niche? Not because it works… not because others have had success… because you can’t compete in the financial services industry on price. If you try, you will be replaced either by the industry, your firm or your clients. When the measure of your value is price alone, you become replaceable. You must become responsible for the ownership of the perception of your value. In doing so, you must find ideal like-minded clients to serve… because you can’t be all things to all people. Attempting to be a jack of all trades is the quickest way to be forced to exit this industry. Trust me when I say this, You don’t want to miss out on the next 10 years.

Clients that come to you for discounts will leave for discounts.

So you need a niche to remain relevant and become irreplaceable. Not because it may have worked for someone else.

1. You can’t compete on price.

2. You can’t be all things to all people.

3. Price becomes an issue in the absence of value.

4. Prescription without thorough diagnosis is malpractice.

5. Quality over quantity.

You must increase the quality of your clientele but you can’t afford to have your reputation tarnished by making promises you can’t keep. Your authentic value must be made available 24/7 for the world to see and here. This is not the corporate slogan or the company catchphrase… this begins with your client-centered purpose. You must own the words that define your authenticity and it all begins with your shared purpose. Ideal relationships are formed with a shared purpose… this is where you begin to carve out your niche.

To survive in the digital age advisors I must not compete on price… to thrive I must be able to increase the quality of my relationships by design. My process must become simplified yet productive.

Your Process Must Empower You…

Connecting the dots of the critical components (simplification).
Building the foundation of your advisor alpha to create tangible value (exude value 24/7).
Expand tangible value to remain relevant and become irreplaceable (completing the process but never finishing).
Productive repetition by design (small steps).