Stay Tangible or Risk Irrelevance

Aug 31, 2021

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. 

 

MY ALPHA SCORE
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Ideas for Today’s Advisor

Jul 12, 2021

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?

 

 

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You Get To Decide

Apr 16, 2020

Omnipresence

 

Who do you want to be present for?

It doesn’t matter if every utterance that comes from your blog makes sense. You can’t be all things to everyone and you aren’t going to make sense to all of your clients all of the time. What matters is this; you must be present. 
 
You are an influencer who must remain in the cross-hairs of your audience… you gotta be an icon on the smart device to stay relevant in this robo world. That means you don’t always have to be right or on-point for every client and or prospect 24/7… that is an impossible ask. What you need to be is present, not available, simply present to influence the decisions of your ideal audience 24/7. 
 
Make ’em think,  make ’em laugh,  make ’em feel why they are attracted to you and your unique solutions. Because if you don’t, someone else is going to do exactly that. Your connection begins with your shared purpose. Your behavior (which includes your omnipresence) must demonstrate your alignment of shared purpose with your clients (your ideal audience).
 
 

For whom do you want to be present? 

 
Your purpose dictates for whom you want to be present… or, who you want to be present for. Your behavior (which you can promise) backs the whole thing up. 
 
Don’t worry about being right or wrong… just be present for your audience to make them feel exactly why they trust you. Be authentic… be yourself… and stay relevant for the right audience for the right reasons. 
 
Your being right or wrong will be detected through the process of feedback… which is an ongoing discipline as well… I will publish information about that in more detail in the near future. You can get the picture by looking at this picture…

The Time Is Now

This is the greatest era in which to become and stay a financial advisor… you get to pick exactly the type of clients you want to work with and you get to fire the bad ones. There has never been a greater opportunity for you to take complete control over your business… this is how to do that… two minutes at a time.
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