How Will You Do It?

Future Advisor

What Will It Take?

The Advisor in the Future will create demand for her/his services in the digital age of transparency by crafting a strategic foundation that showcases the relevance of her/his value. Remaining relevant has been the number one challenge for the entrepreneurial financial Advisor during the past three decades and will continue to be a genuine concern for the Advisor in the Future.

Setting and maintaining client expectations while creating the measurement of value over which the Advisor has the greatest control is of paramount importance. To fall into the trap of being measured by industry standards is a real danger for “the Advisor in the Future” and s/he will take special care to not fall prey to the status quo industry pitfalls that lie in waiting for all Advisors.

Build On Purpose

The strategic foundation of the Advisor in the future will be built with a cornerstone that is a client-centered purpose. This will work to the advantage of the client as well as the entrepreneurial Advisor moving forward in the digital age of transparency. The Advisor in the future will survive and thrive by creating a business that empowers her/him to do well by doing good…

In order to simply survive, the Advisor in the future will have to demonstrate in a tangible fashion that they have the best interests of their clients at stake ahead of their own… (this goes beyond fiduciary) or the Advisor will be replaced.

concept-of-successful-businessman_23-2147505617

In order to thrive, the Advisor in the future must have a system in place that is a progression which leverages their client-centered purpose within their business development model. Tangible Alpha is the model that empowers Advisors with that highly coveted progression.

In the digital age of transparency the Advisor in the future acknowledges that they are replaceable until they can prove in a tangible fashion that they are not.

Serious Advisors also realize that if they continue to measure themselves by the industry standards that have been handed down for decades that they will become  dinosaurs… Recognizing the opportunity disguised as a threat is critical when taking advantage of transparency by delivering a consistent message of authentic relevant value throughout multiple (but not all) digital mediums.

Promise What You Can Control

The Advisor in the Future will zealously demonstrate their expected behavior (what clients and prospects should expect from them)  which amplifies exactly what their client-centered purpose is… throughout multiple mediums. The promise of expected behavior will become the contract that forms a bond of trust for the serious Advisor and the serious investor. That bond will be quantified tangibly throughout multiple mediums in a 24 hour a day society in which expectations can be set and maintained rather than exceeded in quarterly meetings.

To step into the next dimension of business development that will make you relevant and irreplaceable the strategic foundation of Tangible Alpha has been constructed to not only create your digital voice but to create a proactive filter which aligns your solutions with ideal prospects (while constantly reminding your clients of your value). Your Tangible Alpha foundation and progression create a platform to exude your authentic relevant value while filtering in ideal trusted partners.

It is critical to make tangible… not what the client and prospect want to hear… but what you can deliver and promise (your behavior, not returns).

Learn about yourself before you try to implement any digital solutions… not doing so could be a costly mistake.

 

Introspection is the key to successful technology integration. 

The life of the Advisor in the future must be simplified by technology and not over complicated by too much information.  The Advisor in the Future will take advantage of different modern tools made available throughout the industry by first going through the Infinite Alpha Progression to discover and design her/his unique Tangible Advisor Alpha.

Keep It Tangible,

Grant

Are you in the future of financial advice?

Learn How

Are You A Trusted Source of Wisdom?

Content Curation

Advisor Why

Content Curation

In this blog I curate articles from around the world because there’s no sense in reinventing the wheel. There is no shortage of incredible content available for advisors that will help them achieve the big three…
  • amplify their value
  • control how that value is perceived 
  • maximize their relevance
What I do in this blog is simplify the process for finding that information. I make it categorically available for advisors so they can simplify their lives.
Read the article below and the notes that follow to add tangible advisor alpha to your business.

Curated Article

As an information scientist, one of the most depressing aspects of modern social media is the way in which it is reshaping our global society to focus on the what, rather than the why. From the sciences to the humanities to the arts, the underpinning of the scholarly knowledge that advances our collective society is the understanding of why the world is the way it is. Documenting the “what,” the state of the world, is a necessary and important component of that process, but without the synthesis of those observations into the “why” that describes how they came to be and explains their outcome, we can never truly understand our world. This raises the question of how to restore the “why” in a social media world that teaches us that all that matters is the “what.”

The social media revolution has turned everyone with a smartphone into a realtime embedded reporter, live chronicling their own lives and events they experience and commenting on events happening elsewhere across the world. When journalists and tech experts start seeing a strange survey from Facebook pop up in their newsfeed, their first reaction is not to turn to the company to learn more about the feature, to examine it through the lens of proper survey design, to consider the implications of its design in terms of limiting the insights it can provide or to ruminate deeply on what it means for Facebook to be asking such a question and its societal implications. Instead, they all respectively race to be the first to plant their flag in the Twitterverse of having been among the first wave of people to mention it. Speed matters over comprehension.
The realtime conversational nature of Twitter in particular is often touted as offering a global scale collective collaboratory that extends the realtime nature of environments like Slack to the entire planet, allowing adhoc teams to form across geographic, disciplinary and cultural boundaries. The reality couldn’t be further from the truth. Instead of the world’s citizens working together towards a greater good, cataloging all known information about an emerging event and trying to synthesize a basic understanding of its scope, scale and characteristics and bringing in experts from related fields to comment on the potential meaning of each element, the online conversation simply devolves into a bunch of users saying they saw it too and competing for the snarkiest or most meme-worthy response in their never-ending search for viral fame.

Knowing that Facebook is running a new opinion poll might be of interest to media strategists, investment analysts and government regulators, but just knowing there is an opinion poll is of little use without the why, the understanding of what Facebook intends to do with the collected information.
Similarly, in the physical world it can be of great use to first responders to get a realtime alert from a surge of tweets in a particular city block reporting a giant plume of smoke emerging from the roof of a building. The problem is that without knowing the why, it is impossible to know if that “smoke” is simply steam from a vent, humidity from an air conditioning plant, ordinary pressure exhaust from a liquid nitrogen storage system, routine maintenance sandblasting or simply a rooftop party featuring a fog machine. Focusing on the “what” can mean critical resources diverted for a false alarm that makes them unavailable for a real emergency elsewhere in town.

At least one can argue that having increased situational awareness can be of benefit to first responders in alerting them to situations they may wish to examine further. The same can’t be said, however, for the deeper implications of teaching an entire generation of people that relentless focus on speed over comprehension is what affords one success in life.
Perhaps most remarkable is the degree to which academia has embraced social media to discuss issues ranging from developments in their own fields to events and topics completely astray from their own expertise. In contrast to the general public, which might be forgiven for focusing on simplistic reporting of what they see in front of them, the scholarly and scientific worlds emphasize the search for understanding, that the why matters far more than the what.
One might assume therefore that academics would bring that search for understanding with them to the social sphere, lending a critical perspective to raging debates and seeking to explain why it is that everyone else is seeing what they see. Instead, much of the academic discourse on social media is little more esteemed that the rest of the billions of ordinary users they engage with.
Rather than the measured informed discourse and heavily cited and referenced exposition that would be found in an academic journal or the Q&A section of a conference, these same academics that ordinarily pepper their speech with “isms” and speak as though they’ve memorized Roget’s Thesaurus from front to back will suddenly devolve to one-line responses and petty flame wars where the most meme-worthy response wins and adherence to scholarly norms of debate, including sticking to factual statements and citing the source of all claims, goes right out the window.

Putting this all together, social media’s fixation on realtime updates and the unfortunate fact that it is the most entertaining comment rather than the most enlightening that tends to go viral and reward its author with fame in today’s world, means we are teaching an entire generation to focus on information in isolation, rather than spend the time to properly situate it in context. Indeed, this is one of the driving forces behind the ease with which false and misleading information spreads on social platforms. When even the academic world discards millennia of tradition that evolved to maintain the scholarly and scientific world’s focus on the why over the what, we run the risk that social media will ultimately permanently refocus humanity to forget the past, ignore the future and live in a world in which information no longer has any context and where all that matters is what we see before us at this moment, not the understanding of why it is that the world is as we see it. In short, for the thousands of years of human history that we have sought to understand our world, we stand today amongst the unimaginable riches of having all of human knowledge at our fingertips and a quarter of the world’s population just a mouse click away, but rather than harness this brave new world to reimagine how we understand ourselves, we have instead taught an entire generation that speed matters more than explanation, entertainment more than enlightenment. From the Age of Enlightenment to the Age of Entertainment.
Based in Washington, DC, I founded my first internet startup the year after the Mosaic web browser debuted, while still in eighth grade, and have spent the last 20 years…
Kalev Leetaru

 

Are You A Trusted Source of Wisdom?

Advisors must be more than social influencers to survive in a robo-world.

In a robo-world advisors must become more than simply social influencers. The seriousness of the undertaking of your calling must be made tangible within your own unique CliqPage.

Now more than ever your ideal audience is in search of a trusted source of wisdom.

This isn’t entertainment and it’s more than just enlightenment… this is about the quality of life, the dreams, the goals, and the aspirations of your ideal audience.

This is a serious business and the context of your meaningful digital engagement must reflect exactly how serious this business is.

The scholarly implications and the meanings in academia referred to in this article will all sort themselves out… my genuine concern is for advisors and their clients… my concern is for you… it is entirely up to you to create the meaningful context that will guide both you and your clients through the digital noise that grows exponentially in today’s robo-world.

You must be able to walk the talk.

You must promise your behavior.

Your clients must promise their behavior to establish a trusted collaborative relationship.

You must frame the relationship with your rules.

Your filters must be designed by you topically to lead to the value you can control the most.

Discover your why and make your what relevant.

This is how.

Promise Your Purpose

Learn More About You

Introspection Is The Key

It's All In Your Head

Introspection The Key To Your Survival

This is why introspection and value development are the keys to your survival in a robo-world.

It’s not leads… it’s not marketing metrics…  it’s not a sales funnel… it’s not copying what other successful advisers have done…

The key to your survival already exists… the big question is…

Do you have the ability to discover and define it?

In a robo-world where change is exponential you do not have the luxury of time to eventually discover your authentic relevant value, you must discover your value immediately and proactively define and design that value for digital consumption so it can be made available 24 hours a day.

One luxury you do have made available to you, is the opportunity for introspection 24/7 offered exclusively here…
it’s the express lane for advisor survival in the digital age of financial services.

Take a look at the infinite progression of advisor introspection made available exclusively for you.

You must be proactive in the development of your own relevance to survive in a robo-world.

Nobody else is going to do it for you.

It’s nobody’s business but yours.

Be proactive and take advantage of the opportunity in front of you right now.

You Have The Answers

We Have The Right Questions

Advisor By Design

TOP TRAITS OF RELEVANT ADVISORS

 

They know they can’t be everything for everyone.

They use the word “no” as a strategy.

They are known for the quality of their questions.

They are never complacent.

Their reputation precedes them… digitally.

They have a defined process for their businesses.

They have work / life balance.

They are active philanthropists.

They work only with ideal clients.

They control exactly how their value is perceived.

They realize… their unique value is precisely what makes them relevant.

 

What is your unique, authentic, relevant value?

 

 

Take Control