Welcome to Infinite Advisor Alpha

Your Story 
Your Notebook

To survive in a robo world you must control the narrative of your value.

It’s Your Story

Your story, like your value, is never ending… It’s always a work in progress. To remain relevant in the modern era of financial services you must take complete control of the narrative of your unique advisor story. 


How The Notebook Works

An Introduction to Infinite Advisor Alpha

Getting started with the micro-learning modules is quick and easy. The incremental steps you take within the progression of the Infinite Advisor Alpha model will empower you with value that will last a lifetime.

The progression itself, is designed to produce exponential results by combining the 12 critical components of advisor value (in a multitude of combinations) to produce a whole which is greater than the sum of the parts.

We have spent the past four decades perfecting advisor value development… for you to maximize your relevance… in minutes. As you will see, your relevance is the key to your survival in the new Robo-World of financial services.

Step 1

Silent movies… the video modules are silent. They have no sound because we believe the narrative voice of your future is yours. When you watch the micro-modules, please read along… out loud. Your voice will guide you and dictate your future… we are just here to help you along the way.

Step 2

Tap or click on My Notebook… It will open in a new tab with another trusted domain. Evernote.com This is how your micro-modules will be made available to you 24/7. The editing on Evernote is second-to-none… designing your personal notebook is simple and the process of updating your Infinite Advisor Alpha will never be more than a click away… Especially when you download the app to your smart device.

Step 3

Evernote. Thank goodness for Evernote! The links embedded in the notebooks will take you to Evernote (a very secure and reputable site) where you will be given instructions on how to create an account (for free) and start documenting your journey in your own secure Notebook.

Step 4

Start building your business on purpose… every day! We will be sharing content daily through the blog to help you not only survive in the new Robo-World of financial services… but thrive!


Infinite Advisor Alpha

Your advisor alpha must become tangible… you must become empowered to develop your tangible advisor alpha in perpetuity… the platform for accomplishing that goal is right here… Infinite Advisor Alpha.


Module 1 My Purpose

Tap To Open Module 1 In Evernote

Module 2 My Principles

Tap To Open Module 2 In Evernote

Module 3 My Beliefs

Tap To Open Module 3 In Evernote

Module 4 My Experiences

Tap To Open Module 4 In Evernote

Module 5 My Expertise

Tap To Open Module 5 In Evernote

Module 6 My Behavior

Tap To Open Module 6 In Evernote

Module 7 My Rules

Tap To Open Module 7 In Evernote

Module 8 My Philosophy

Tap To Open Module 8 In Evernote

Module 9 My Omnipresence

Tap To Open Module 9 In Evernote

Module 10 My Topics

Tap To Open Module 10 In Evernote

Module 11 My Questions

Tap To Open Module 11 In Evernote

Module 12 My Feedback

Tap To Open Module 12 In Evernote







You Have 7 Seconds To Survive!

You have seven seconds to justify your relevance on the smartphones of your clients and prospects.

7 seconds…

We teach you how to exude your unique value… to stay relevant in a robo-world.

To remain relevant you must build your business on purpose.

If you DO NOT build your business ON PURPOSE, your value will become commoditized, your relevance will be diminished, and your fees will be compressed to the point of unsustainability.

This is all about you.


We share incremental moments that produce exponential results… this is all about you.







Read along… The narrative voice of your future is yours.

Incremental Steps… Exponential Results.

What Is Micro-Learning?

What is Micro-Learning?


  • What if there were a place where you could go, that was available 24 hours a day, to help you amplify your unique value?
  • What if it only took minutes of your time and energy to see benefits from your incremental effort?
  • What if it were a platform built specifically for you? 
  • Would you take advantage of it?

With micro-learning, advisors just need to take a few minutes in their schedule to improve their infinite value that can make them invaluable to their ideal audience for years to come.

Micro-learning is a technique that involves tiny chunks of information, ingested in short bursts of time. This is in-line with the way the brain naturally takes in and retains information, making it an effective way to learn.

It is granular… each lesson serves as its own unit but serves as a part of a larger objective in the progression of your advisor value development.


Incremental Steps. Exponential Results.


After your initial completion of the Infinite Alpha Cycle…You can watch any lesson in any order while gaining a broader perspective on a more dynamic or complex concept. 

You can learn from one end of the spectrum to the other, and piece the micro-sessions together to create a whole that is greater than the sum of its parts.

Traditional learning is linear and trainer driven while micro learning is multidimensional flexible and driven by the learner.

This is all about you…We don’t interrupt your life, ever. You don’t have to wait for the rest of the class to catch up. The benefits are unique to you. Stop and start at your convenience. You are in complete control of your advisor value development.

Our modular learning program has been designed to create a seamless flow… from your working-mind to actionable-concepts to tangible-results in minutes.

Make the adaptations required for your business to thrive in a robo-world by learning, in minutes, exactly how to amplify your unique value, control how it is perceived, and maximize your relevance… 24/7.

Micro-Learning is exactly what you need to remain relevant in the new age of financial services. Enjoy the journey!











There are 12 disciplines of Advisor Alpha (Value)…

They have been placed in a progression to help you amplify your value, control how it is perceived, and maximize your relevance.

We call this progression Infinite Advisor Alpha.

It is a system designed specifically to help you survive in a robo-world.

It is never ending… just like your relevant value.

This is Infinite Advisor Alpha and it’s exactly where you want to be.













Always Confidential. Always Free. Always On.