1. 2. 3.

Gimme Three Steps…


The complexity of your unique advisor value  must be broken down to its essence and put back together step by step, only then can we look backward and connect the dots of your unique advisor value… This is the concept that will empower you to maximize your relevance in perpetuity.

Become Known For Your Questions

The Design of Success

Promising Behavior

Authentication of Advisor Value

The Triad of Digital Advisor Alpha

Setting and Maintaining Client Expectations

This is just a good attempt… and then a better one. 

Take 1

Take 2

Breadth and Depth + Feedback

Focus System Discipline 

Owning The Words


Omnipresent Value