The New Model

Advisor Relevance

The new era of financial services is upon us and the modern advisor must be able to see past legacy training concepts to visualize his or her preferred world.


The new model designed by Tangible Alpha empowers advisors to update their relevance by defining exactly why their ideal clients should do business with them. We also make available the industry’s first and only 24/7 value design platform which offers 100% confidential modules to bring out the best in each advisor in a way that is unique to him or her.


Transparency is not the enemy… it is the one thing in the digital era that can be leveraged with the most ease to help ensure your relevance. Learn more about the new way of thinking (to survive in a robo-world) here.

Price & Value – Justify Your Fee

Price/Value

64763f85-0f38-4f54-9d0d-9a5afab9b67d-large

Your value does not decrease but your compensation will. The perception of your value is directly correlated to how you get paid.

screenshot-2016-10-08-at-9-36-06-pm

The first time I heard this statement was in the 80’s and it holds true to this day… the only caveat I would add is this… an updated version for the advisor in the future… screenshot-2016-10-09-at-3-55-11-am

When your value goes unnoticed it is reflected in the price people will pay for your services. If you neglect to make your advisor alpha (your authentic relevant value) tangible, the sustainability of your business is at risk.

In the digital age of transparency you can’t afford the risk associated with not making your value tangible.medium-1-300x262

GB

Meaningful Engagement

More Content That Matters

The content that you publish must be relevant to your ideal audience…

That’s it.


You don’t have time to generate siloed content to put behind gated walls to gather emails (spam emails) of potential clients to put in a sales funnel to harass with an email campaign that creates a cost center for your business.
Those days are over.

Your content must create meaningful engagement for clients and prospects in one fell swoop.

Your published engagement must cause action… the action for your clients is to stay and continue to pay you. The action for prospects is to leave their current situation for your unique services (if they qualify).

Your position as a trusted wealth steward allows you to publish your beliefs and opinions without hesitation. Your client-centered purpose guides you in the direction of what topics to publish. Your behavior must be promised to elicit reciprocal actions (you promise yours, they promise theirs).

The topics you publish have been designed to lead the engagement to your unique value, but moreover, the unique value you control the most (no compliance required).

The way you see marketing must be different than what we have been taught.

Your marketing campaigns must generate revenue… not leads.

There is no time for legacy tactics in a robo-world.

The progression to generate meaningful engagement can only be found here.