Make your intangibles tangible.
Get and keep ideal clients by creating tangible touch points that lead to your unique menu of solutions. Create efficiencies of scale… Filter in the right people… do well by doing good. This is about stewardship, not sales. When you uncover your passion to serve your clients the right people will seek you out.
Your value must be defined by you. If you let the industry quantify your alpha in Bips, your perceived value is at risk with every dip in the markets.
Do I Have a Niche?
Do I have a “one-pager”?
What is my brand?
What does my brand really do?
What is the narrative of my advisor story?
Do I need to get rid of some bad clients?
What is my digital engagement process?
Are my clients mine or the firm’s?
Is my firm trying to get rid of me?
Is my value being commoditized?
Is my advisor alpha tangible?
Should I talk to Grant?