Laws of Alpha

In the age of digital transparency I must have complete control over the perception of my value.

There are three foundational sources of advisor value.

To thrive in the financial services industry, advisor intangibles must become tangible.

To become and remain digitally relevant I can not be all things to all people.

To earn digital trust my integrity must be backed by a shared purpose.

My digital content must proactively remind clients of my value while simultaneously qualifying prospects for my exclusive services.

Sustainable growth is commensurate to the detectable relevance of my authentic value.

The theory holding that trends in culture, politics, capital markets etc., tend to swing back and forth between opposite extremes.

Prospects that come to me for discounted services will leave for the same reason.

The value I control the most which holds the most significance for my ideal audience must become tangible.

There are three simple elements associated with every successful endeavor.

The design of my value is the catalyst for maximizing my relevance.