Stay Relevant

Oct 14, 2019

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Discover define design deliver remind and refine… not just good ideas but a taxonomy for advisor value development that takes your business to another dimension.

It’s not a checklist… it’s a progression.

The next dimension of your business requires your complete attention… we afford you the opportunity to give your business the attention it requires to survive in a robo-world.

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Be There 24/7

More Metrics that Matter

Oct 11, 2019

Gather The Metrics That Matter

Video from one of our original Premium Coaching Courses…

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The Circle of Trust

Oct 10, 2019

Net Worth

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We Help Advisors Discover Their Relevant Value

After four decades and two generations of coaching financial professionals across the world… we have found that the number one contributor to failure is lack of confidence. This stems from many variables. They each have attributions that diminish the value of the advisor.

Advisors must reflect upon their unique value with introspection to build the confidence required to stay relevant in a robo-world.

We give you that ability with 100% confidentiality.

Think about your relevance differently to amplify your worth, control how it is perceived, and maximize your relevance 24/7.

 

You are in a position of trust…

Your unique value is critical to the lives of your ideal audience…

Your value has an effect on everything that is important to your clients…

My Value

My Confidence

The Twittersphere

Oct 9, 2019

I Tweet Therefore I Am

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Twitter for Advisors

Your ideal audience is looking for solutions to their problems 24/7.

It is absolutely critical that they are able to find you and your brand across a multitude of mediums in the digital world. They must be able to access your tangible value 24/7 from their device of choice. Most likely, this will be the smartphone.

Twitter is ideal for staying relevant if you use it with wisdom…

Your purpose, values, principles, beliefs, opinions, experiences, expertise, promises, rules, philosophy, and distinctive questions must all be accessible to your  ideal clients and prospects.

 

How Do I Tweet With Wisdom?

Discover How

Get Better

Oct 8, 2019

You're Good

Get Better

Improve your advisor value in less than two minutes every day.

Define your client-centered purpose.

Publish your principles.

Share your opinions.

Document your experiences.

Define your expertise.

Promise your behavior.

Become exclusive (You can’t survive in a robo-world by being all things to all people).

Develop your philosophy.

Become omnipresent.

Create topics for meaningful engagement.

Ask better questions.

Gather better feedback.

These are the 12 disciplines of advisor survival in a robo-world.

Get Better

Right Now

Your Value DNA

Oct 7, 2019

Every Advisor should have access to resources that empower them to design a business that is focused specifically around their unique value.

Your Advisor DNA is your authentic relevant value…

Your Advisor DNA begins with your Purpose and that purpose must be client-centered.

Discover your client centered purpose to get started on your journey… and discover your unique Advisor DNA

 

 

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The Big Picture

Oct 3, 2019

Think Differently

Your Gift

The power of persuasion in the digital age of transparency can not be used to sell products in a vacuum to increase shareholder value.

Your gift to persuade clients must be used differently.

Your gift is to persuade clients into doing the right thing for themselves.

Creating stakeholder value is the only way to generate predictable recurring revenue in a robo-world.

You must be able to see your future through this lens or you risk irrelevance.

Think Big Picture.

 

Act Accordingly

Discover Your Gift

Laws of Advisor Value

Oct 1, 2019

Fundamental Truths

Advisors Should Be Unencumbered

When it comes to publishing beliefs and opinions about the industry, we lead by example with our Laws of Alpha.

The fundamental truths about advisor alpha (value) and how they got to be the way that they are today can all be found right here at TangibleAlpha.com. In order to demonstrate your value in a tangible fashion for digital consumption, you must define your own “Laws” of investing and wealth management for your clients (and prospects) to see, hear, read, and feel. Your Laws must become more than visible… they must elicit a feeling in the hearts and minds of your audience. This must be available 24/7. Your content has to move your ideal audience to action every day. The action can be to do nothing, give feedback, stay with you as a client, or move their assets to your firm.

 

This is one of our Laws of Advisor Alpha

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The Law of Digital Trust

The Law of Digital Trust

→SUMMARY

Earning trust in the digital age of transparency requires a shared purpose that is supported by promised behavior.

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→OVERVIEW

The Law of Digital Trust has been derived from self-evident criteria required to build lasting trusted relationships. In the digital age of transparency it is critical to ramp up the process of collaborative trust and this can be accomplished by stating your client-centered purpose, publishing your principles, and promising your behavior.

 

 

NEXT

The Law of Omnipresence