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Creating a sustainable competitive advantage begins with the definition of your value.


This is the macro project.

You will be building your own system of success in the form of a Tangible Alpha handbook, or guide, which will take you through the progression of designing your own advisor alpha for tangible delivery.

Don’t get hung up on the details your first time through…

Rest assured knowing that this template will guide you into the next dimension of advisor value that will become a prerequisite for all trusted partnerships formed in the era of collaborative services.

Your handbook is always a work-in-progress which means you will always be able to access you Tangible Alpha as a source of value design and delivery.


This is the beginning of your journey in which you will remain relevant and become irreplaceable. It starts with three simple questions that must be answered by you and you alone…

What is your purpose?

What principles guide your decisions?

What are your beliefs and opinions about wealth management?

Design The First Chapter of Your Advisor Value Guide in Minutes…


Your journey to becoming irreplaceable begins with a client-centered purpose…

Start Here

Step 2

Step 3

Step 4

You Get the Idea...

Half way home...

The Big Picture

35 years of corner office collaboration has taught us that good advisors do most of these 12 things by default.

What we have been helping advisors develop for the past three decades is the design for a progression that creates sustainable business models.



These are the macro level modules that define your advisor alpha.

Don’t worry about getting everything perfect on the first run.

Your Tangible Advisor Alpha is never static, it is always a work in progress.

Build Your Foundation

This is simply the easiest way to get started.

It’s free and it’s always here when the time is right for you.

Build your Business on purpose by designing your own advisor value guide.

Subscribe and Continue Your Progression

Still a free service…

No bait and switch here.. We want to work with human advisors whose goals are in alignment with ours.

Continuing your progression empowers you to own the perception of your value.

Join us as a Premium Member

The Micro modules will continue your growth in perpetuity.

To create sustainable growth by design, you must carry on with the discipline of self development that has allowed you to own the perception of your value.

Your business is never static, neither is your value development program.

The Design Model for Advisor Sustainability in the age of digital transparency.