Beware of The Reverse-Churn

Aug 5, 2019

Advisor Beware

 

 

Reverse-Churn

Advisors must be able to justify their value to charge fees in a robo world.

In the digital age of transparency, financial advisors can’t afford to have their reputations sullied by insinuations or accusations (or litigation) tying them to the unseemly act of reverse-churning accounts of unwitting clients.

If your not sure what reverse-churning is… ReverseChurn.com

The process of the value that the advisor brings to the lives of his or her clients must be made tangible for digital delivery, consumption, refinement, and verification.

To validate the fees advisors must begin to charge, in lieu of commissions, deep introspection of unique advisor value is requisite for survival in these changing times of financial services.

The best way for advisors to grasp this concept is by beginning to structure their businesses from a perspective of purpose. They must acknowledge a shared-purpose with their ideal audience to convey precisely why anyone should trust them with their wealth.

Once the cornerstone of a client-centered purpose is defined, a purpose-driven business model is the best way for any advisor to survive and thrive in this modern robo-world.

To avoid the heartache of the reverse-churn, start building your business on purpose.

Tap or click the image below to go to the purpose-driven branding modules of Tangible Alpha created by Grant Barger.

 

Align Your Purpose With Your Fees

Aug 2, 2019

Justify Your Fees

 

 

 

 

Alignment of Fees with Purpose

 

For advisors to survive in a robo-world they must be granted the autonomy to build their own unique compensation structure that demonstrates tangibly, their alignment with the success of the investor-client.

It won’t happen from the top-down… the hierarchical model that separates shareholder-value from stakeholder well-being is deeply ingrained into the landscape of financial services… for a long time to come.

So advisors must become empowered to set their fees at a level commensurate to the quality of their services… to do that, they must define their unique value for digital delivery, consumption, and refinement… in other words, their advisor value must become tangible for the justification of their client-centered fee structure.

Introspection and self-value discovery are required to justify the fee structure of the advisor in the future of financial services.

The ability to design this self-aware model must become available for easy access 24/7. (That’s what we have done… FYI)

Advisors who were trained to sell, and have no experience with service driven incentives, will struggle with the concept of this new compensation ideology. Transparency will illuminate the path for the advisor in the future… so he or she can see exactly what must take place to structure his or her unique compensation package… to be in complete alignment with the good of the client.

The micro-learning modules of Infinite Advisor Alpha can help you shine a spotlight on your value… to justify your fee structure… so you can survive and thrive in a robo-world.

 

What is Micro-Learning?

Jul 30, 2019

For Financial Advisors

 

 

 

 

 

 

 

 

 

What is Micro-Learning?

 

  • What if there were a place where you could go, that was available 24 hours a day, to help you amplify your unique value?
  • What if it only took minutes of your time and energy to see benefits from your incremental effort?
  • What if it were a platform built specifically for you? 
  • Would you take advantage of it?

With micro-learning, advisors just need to take a few minutes in their schedule to improve their infinite value that can make them invaluable to their ideal audience for years to come.

Micro-learning is a technique that involves tiny chunks of information, ingested in short bursts of time. This is in-line with the way the brain naturally takes in and retains information, making it an effective way to learn.



It is granular… each lesson serves as its own unit but serves as a part of a larger objective in the progression of your advisor value development.

 

Incremental Steps. Exponential Results.

 

After your initial completion of the Infinite Alpha Cycle…You can watch any lesson in any order while gaining a broader perspective on a more dynamic or complex concept. 

You can learn from one end of the spectrum to the other, and piece the micro-sessions together to create a whole that is greater than the sum of its parts.

Traditional learning is linear and trainer driven while micro learning is multidimensional flexible and driven by the learner.

This is all about you…We don’t interrupt your life, ever. You don’t have to wait for the rest of the class to catch up. The benefits are unique to you. Stop and start at your convenience. You are in complete control of your advisor value development.

Our modular learning program has been designed to create a seamless flow… from your working-mind to actionable-concepts to tangible-results in minutes.

Make the adaptations required for your business to thrive in a robo-world by learning, in minutes, exactly how to amplify your unique value, control how it is perceived, and maximize your relevance… 24/7.

Micro-Learning is exactly what you need to remain relevant in the new age of financial services. Enjoy the journey!

 

 

If you want to discover more about us click here…

For You

 

 

 

 

 

 

 

 

 

Learn More

Rethinking Value Design

Jul 26, 2019

Rethinking Value Design

 

 

 

 
Advisors who are able to amplify their character competency and genuine concern, tangibly, will see exponential results in multiple dimensions of their businesses.
The steps of our value design process are broken down to 12 critical components and systematized in a progression called Infinite Advisor Alpha.
These critical components have been made available for any advisor on our digital platform in our micro-learning modules.
In less than two minutes per module… advisors can engage meaningfully within the infinite alpha progression to systematically amplify their own unique advisor value (Character, Competency, & Concern).
The model is a symbol as well as a guide for the advisor on his or her never ending journey to where they want to be.
To remain relevant, advisors understand that they can never become complacent and that they must be vigilant in developing their relevance.
Modern Advisors realize that there is no end to that goal… and the infinite alpha progression is a representation of exactly what that means to financial advisors.
The journey is the destination and it is exactly where advisors want to be… The state of perpetual relevance.