The Last Thing You Need… More Leads
YOU MUST INCREASE YOUR DIGITAL RELEVANCE OR RISK THE CONSEQUENCES
The last thing advisors need is more work… more steps involved in their process of getting and keeping ideal clients.
Do you think Betterment is thriving on leads?
They are thriving because they have created digital relevance that exudes the value they offer.
This is the greatest time in the history of financial services for advisors to get and keep ideal clients by maximizing their digital relevance.
And just so we are clear…leveraging transparency and increasing your digital relevance begins with a client-centered purpose.
By building your business on purpose you will become digitally relevant and a beacon for your ideal audience to discover you, to come to you, to stay with you…
The client experience is controlled by the consumer from this day forward.
If your authentic value isn’t tangible for your ideal audience to discover… you are toast.
It’s time to get real… make your alpha tangible.
Maximize your Advisor Value for digital delivery consumption and refinement.
The era of the one-click ACAT is upon us… if it’s not Betterment that wins the digital revolution it might be another robo-advisor that masters the art of the consumer controlled collaborative experience… or it might be you.
The Advisor Why Project
IN THE DIGITAL AGE OF TRANSPARENCY ADVISORS MUST BUILD ON PURPOSE
The Advisor Why Project is the brainchild of TangibleAlpha.com and it allows advisors around the world to discover HOW to deliver their authentic relevant value in the era of collaborative services.
The concept of leading with your why has been a hot topic for financial services professionals as of late.
We are of the mindset that all advisors should have the opportunity to understand and implement proven applications to build their businesses with a shared purpose.
Tangible Alpha offers you the chance to build your own template of success with thirty years of documented proven examples.
A new way to think about advisor learning.
WHAT YOU LEARN IS INGRAINED IN HOW AND WHERE YOU LEARN
Micro learning is a modern version of training and educating that allows the user to be in complete control of the experience.
Unlike incumbent training or coaching programs which are structured linear and instructor driven, the micro modules of Tangible Alpha are flexible and user driven.
100% confidential. Cost effective. From any device. Anywhere in the world.
Chances are, your firm is not interested in training you for your sustainability. They are probably more interested in training programs that create production. That’s okay.
The micro modules at Tangible Alpha are not just antiquated sales training programs cut down into smaller modules.
Each micro lesson is a granular form of the macro learning objective.
That objective is to build your own Tangible Alpha model so you can receive all of the benefits associated with owning the perception of your value… One of which, happens to be your sustainability.
No more wasted time… You can consume the modules in any order and gain perspective on the overall complex concept of building your own Advisor Value Guide.
Everything leads us back to your very specific and unique advisor alpha, where we can expand your value tangibly for delivery to your ideal audience 24/7.
What the past three decades have taught us.
THE 12 THINGS SUCCESSFUL ADVISORS DO
Good advisors do these twelve things often by default. They don’t have a system in place to repeat how they were successful but they play it by ear and have enough favorable outcomes to keep moving forward.
Great advisors have defined the 12 critical components of advisor value.
They acknowledge that their value must be definable, detectable, and desirable by their ideal audience.
Great advisors craft a repeatable process to showcase their value tangibly.
A new way to think about advisor value.
YOUR ADVISOR VALUE IS YOUR ADVISOR ALPHA
Industry standards of advisor value are antiquated at best.
The old way of thinking defines your value as a salesperson selling products.
Allowing the industry to define and measure your value makes your dispensable by default.
Reshaping the way you think about your value is critical if you are to remain relevant in the digital age.
Re-educating your ideal audience about your advisor alpha requires a system that simplifies the complex elements of your business.
In order to get and keep ideal clients in the era of collaborative services your value must become tangible.
The Value Gap that gives us advisor alpha.
THE THREE C’s OF ADVISOR VALUE
Your advisor value can be summed up in three simplified foundational elements.
We call these elements the 3 C’s and they are the pillars of all advisor value.
Your Commitment. (Concern)
The model for success.
THERE ARE THREE SIMPLE STEPS TO ATTAIN SUCCESS BY DESIGN
There are three fundamental keys to your success. They occur in any endeavor in which you are setting out to change or improve.
Your Focus is the prime objective… whether it be diet, learning a new skill, or breaking a bad habit, you must have laser-like focus to achieve success.
Your System for success is critical. We have seen time and time again how good advisors can tricked into using a system they think may work for them. Today, you are going to build your own system for your success.
Last but not least is the Discipline required to take purposeful action on a routine or habitual basis.
Alas, this third leg of the stool of success is where most dreams die. You must be able to systematically follow through on the behavior required to guarantee your success.
Tangible Alpha offers you the option to choose your Focus, design your System, and we collaborate daily with you for the Discipline required to catapult you and your business into the next dimension of success.
The advisor’s regress.
YOU CAN’T AFFORD ANY MISSTEPS
In the era of digital transparency we are bombarded by digital noise.
If you choose poorly when it comes to your tactical moves you will be punished exponentially.
If you fall for the gimmicks of social marketing gurus, there is a good chance you will not recover.
Because of the way information moves in the digital age every move you make will be compounded exponentially.
What you could get away with in the 80’s, 90’s, and 2000’s will get you killed in the teens of this century.
You need a progression that guarantees prosperity… not empty promises from gurus who have no invested time in creating a design for your success.