The Circle of Trust

Oct 10, 2019

Net Worth

G

We Help Advisors Discover Their Relevant Value

After four decades and two generations of coaching financial professionals across the world… we have found that the number one contributor to failure is lack of confidence. This stems from many variables. They each have attributions that diminish the value of the advisor.

Advisors must reflect upon their unique value with introspection to build the confidence required to stay relevant in a robo-world.

We give you that ability with 100% confidentiality.

Think about your relevance differently to amplify your worth, control how it is perceived, and maximize your relevance 24/7.

 

You are in a position of trust…

Your unique value is critical to the lives of your ideal audience…

Your value has an effect on everything that is important to your clients…

My Value

My Confidence

The Twittersphere

Oct 9, 2019

I Tweet Therefore I Am

3

Twitter for Advisors

Your ideal audience is looking for solutions to their problems 24/7.

It is absolutely critical that they are able to find you and your brand across a multitude of mediums in the digital world. They must be able to access your tangible value 24/7 from their device of choice. Most likely, this will be the smartphone.

Twitter is ideal for staying relevant if you use it with wisdom…

Your purpose, values, principles, beliefs, opinions, experiences, expertise, promises, rules, philosophy, and distinctive questions must all be accessible to your  ideal clients and prospects.

 

How Do I Tweet With Wisdom?

Discover How

Get Better

Oct 8, 2019

You're Good

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

Oct 7, 2019

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

 

 

Advisors Only

The Big Picture

Oct 3, 2019

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