The Milestones of Advisor Relevance

Jan 25, 2020

Advisor Relevance

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Twelve Milestones of Advisor Relevance

In the digital age of financial services.

Defined Client-Centered Purpose

Shared purpose is the cornerstone in the foundation of trust.

Principles and Values

Giving merit to the claims of your endeavor of stewardship. 

Beliefs and Opinions

The fundamental truths and genuine concerns you have about your calling.

Experiences

Your experiences in life have lead you to this momentous occasion of trusted stewardship. 

Expertise

Your beliefs and opinions are why you get paid… what does this mean to your clients? 

Promised Behavior

The foundation of trust must be paved with your behavioral promises. 

Rules of Engagement

You must not become all things to all people… using the word no is one of the keys to your relevance. 

Philosophy and Process

Those who qualify for your services will experience a well defined journey of wisdom. 

Omnipresence

Your value must become available through multiple digital mediums… even when you are not. 

Topics of Engagement

Your published touch points must always lead to your unique solutions. 

Questions that Matter

You must become known for the quality of your curiosity.

Feedback

You must know precisely how your unique value makes your ideal audience feel. 
Stay Relevant

Growing Your Value

Jan 17, 2020

The Value Of Advisors

G

The Statement

Your character competency and concern must become definable detectable and desirable to survive in a robo world.

What does this mean?

  1. If you let someone else define your value they will dictate the worth of that value.
  2. Your value must be always on… detectable from any device 24/7.
  3. You must elicit a feeling from your audience to qualify them as a trusted partner. You  have to know how your value makes your clients feel and you have to make prospects feel uncomfortable to get them to think about becoming a client. 

 

 

Your Value Must Be Tangible

  • If you are to survive in a robo world, you must make the intangibles of your advisor value tangible.
  • Not taking complete control over how your value is perceived is tantamount to throwing in the towel. 
  • Your tangible advisor alpha can only be truly realized through introspection and continual honest feedback. 

The Best Way 

The only way to make sure your advisor value becomes tangible in the digital age of financial services is to become self-aware within the spectrum of disciplines made available right here at TangibleAlpha.com.

Always Confidential.

Always On.

Always Free. 

 
Advisors Only

Advisor Opacity

Jan 1, 2020

Transparency

The opacity or lack-of-clarity that is inherently developed by the average financial services professional has been developed over decades by an industry counting on that lack-of-clarity to increase demand for services… that model is done… it is no more… If you don’t leverage transparency to your advantage in the form of Tangible Alpha, you will become extinct… your services will become commoditized and your clients will become enemies. Price only become an issue in the absence of value… you must make your authentic relevant value Tangible…

Screenshot 2015-07-27 at 1.22.57 AM (1)

Get Tangible

Quality Over Quantity

Dec 30, 2019

Introspection

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More leads is not the solution

 
The solution to your current issues as an advisor can be found from within. That’s right… every problem you are facing as a trusted steward of wealth can be solved by looking within your business first and applying the wisdom you can gain from introspection of your issues. The biggest hurdle is asking yourself the right questions. Most advisors can’t do that… most people can’t do that… so you need a resource of really great questions to challenge your conventional thinking. That’s right, you need to think differently to survive. 
 

The strategic design for success of the advisor in the future is centered on value. Your value must become definable detectable and desirable in the digital landscape of today’s robo world. 

 
Starting with the three pillars of advisor value, you will begin to comprehend more deeply the weight that your unique value will carry moving forward in the new financial services ecosystem. 
 
Design your value from the inside out to get and keep ideal clients. Spend your resources wisely on the activities that will increase the quality of your clientele… stop wasting time and money on clicks and leads. 
 
Discover how to exude your relevant value 24/7 right now. 
More

Sharing Wisdom

Dec 21, 2019

Sharing Wisdom

Get Your Butt Behind The Seat

Run it Backward to See the Future

Dec 4, 2019

To Infinity...

and Beyond

A look backward through the infinite alpha progression so you can see why it’s so critical, and how it will help you move forward in perpetuity.

Perspective

Looking at your business from the same perspective can be messed up sometimes… I mean, what other perspective can you possibly have?

Taking the word of a third party to help you rethink your value is a scary proposition. No one really knows what the hell is going on with Google and your marketing analytics are changing all the time. Why should you waste another minute working on your business when you need to be working in your business? If you aren’t growing, you are dying and you have to gather net new everything everyday before the sun goes down. The real things that have to actually happen are far different than the scenarios broadcast by marketing experts and self-proclaimed gurus. To get you through the day I have designed a simple progression that helps advisors create focus, amplify their discipline and helps them design their own system for success.

 

I am not a guru. I did design this progression to help advisors remain relevant in a robo-world.

The Disciplines From Back To Front

You need open honest feedback from trusted partner clients to survive in a robo-world.

To gather feedback that matters you must be armed with better questions.

To design the best questions you must have targeted topics that lead to your unique value.

Your value must become available 24/7 to convey your unique topical solutions.

Before you become omnipresent your philosophy and processes must have clear definitions.

There are rules that must be designed by you that qualify who gets to experience your value.

You must promise your behavior to expect reciprocal actions by your clients.

Your expertise must be defined by you and you alone and it is indelibly tied to your promised behavior.

The experiences you have gone through must become documented to create valuable touchpoints that tie to your accountability.

Your beliefs and opinions must be documented as the genuine concern and fundamental truths that guide your process.

Your principles and values must become more than an afterthought to earn the trust requisite for valuing your opinions and beliefs.

Your client-centered purpose is the cornerstone of the foundation that allows you the opportunity to make all of the aforementioned possible.

 

 
It's Nobody's Business But Yours