Helping Advisors Survive In A Robo-World

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MICRO-MOMENTS

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Incremental steps toward exponential results

Outside the Black Box

Outside the Black Box

The advisor in the future must become empowered to think outside the “black box” of industry generated value.

Micro-Module 10 of 12

Micro-Module 10 of 12

            Release Date 8/3/18 This is micro-value development module ten. If this is your first time through the Infinite Advisor Alpha Progression, It is best that you begin with Module One and work your way up to Ten. The modules are short and sweet....

Don’t retweet it… emulate it.

Don’t retweet it… emulate it.

      A note to all advisors… You should not spend time retweeting, commenting about, sharing, or liking content like this (See Curated Content). Rather, you should be designing your own content like this (see below) for digital consumption by your ideal...

Rethinking Advisor Alpha

Rethinking Advisor Alpha

Advisors must challenge convention to survive and thrive in a robo-world. Traditional perspectives of advisor alpha are not going to create maximum relevance for the advisor in the future…

How Are You Spending Yours?

How Are You Spending Yours?

        Time is so precious. Read what my dad would like you to know about time...   To the Genuinely Concerned, The two most valuable “currencies of life” are Money and Time. What if I gave you $1,000,000 dollars that you were required to spend by June...

This Is My Filter

This Is My Filter

                          This is my filter, it belongs to me. It is not a sales funnel. I do not sell products in a vacuum. I am not interested in trying to be all things to all people. I work only with ideal like-minded people. This is my filter. It...

Is This For Me?

Is This For Me?

This is #TangibleAlpha… This is the micro-value development platform that has been designed for financial advisors to discover, define, and design their own unique authentic value. Why? So they have a better chance of survival in a robo-world.

24/7 Feedback in a Robo-World

24/7 Feedback in a Robo-World

Feedback is Happening 24/7 You are right, the context is missing from the circle. The idea is; if any of the components from purpose to behavior is misaligned, accountability suffers and with it, integrity... and ultimately trust.— Grant...

Get and Keep Ideal Clients

Get and Keep Ideal Clients

In the Future... How will financial advisors get and keep ideal clients? This is a walk-through for the first six micro-learning modules of Infinite Advisor Alpha Purpose  You must lead with a client centered purpose to remain...

Your Filter

Your Filter

Turning the noise into value. Building On Your Foundation The first six micro-modules of Infinite Advisor Alpha allow you to set your unique foundation for trust so you can promise your behavior and expect reciprocal actions... which means you only work...