The Digital Design of Your Value




  1. Download the PDFs
  2. Watch the Videos
  3. Do the Work
  4. Advance
Download PDF

“Your mission statement reaches the mind, your purpose statement touches the heart.”


Design Your Brand On Purpose

“Given everything that I know today, what is the best definition of my client-centered purpose?”

Whether this is your first time through the Brand Design Modules or the fifteenth time, the exercises have been designed to get you where you want to be… a state of sustainable relevance.

The question you should be asking yourself before you move on to the next module is this… Does my client centered purpose create the cornerstone for the strategic foundation of my value development? In other words, given what I know today, is the definition of my client centered purpose the catalyst that gets me to the place where I really want to be?

As you continue through the modules, you will become empowered to enhance the definitions of your unique advisor alpha… always feel as though you can make refinements to your purpose at any given time. After defining your client centered purpose, move on to the next  module… Principles and Values.

Relevance is the Infinite Challenge for all Advisors

The first step in your perpetual relevance is defining your purpose.

If your brand isn’t working for you digitally 24/7 then you don’t really have a digital brand.

If you don’t have a digital brand… you’re done.