Stay Tangible or Risk Irrelevance

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. 


Build On Purpose (1/3)

Building On Purpose

Part One of Three

Three Simple Reasons Why Building On Purpose Is Critical

  1. It Empowers you to earn trust quickly in a digital world.
  2. It allows you to highlight the value you control the most. (Perception)
  3. It sets the standard for behavior in collaborative relationships.

What does it mean to “Build on Purpose?”

When your client-centered purpose has been defined by you, it empowers you to earn trust quickly in a digital world. This tangible demonstration of your shared interests with your ideal audience is the cornerstone of your unique foundation of trust. The words you choose to define your purpose must carry the weight of the seriousness of your calling… in other words, your purpose can’t be a catchphrase.

When you are able to align your purpose with your principles and values, you are beginning to demonstrate your integrity in a tangible format.

This is my purpose… these are the principles that have helped me form my unique purpose… these are the values that I hold dear… they are connections that must be published by you to demonstrate connecting points with the behavior that will be promised by you and your clients.


Your beliefs and opinions must be demonstrable as well. After all, they are why you get paid in the first place. If you aren’t forming beliefs and opinions about this industry and the value you provide to your clients, you aren’t really in the business of financial advice.


These are my beliefs… I state them as being fundamentally true because that’s how strong my conviction is around the decisions I make daily. My opinions are published in the form of genuine concerns that I have for my clients. 

Your purpose principles and beliefs must be in complete alignment and you must be able to prove that alignment tangibly to survive in a robo world.

The Advisor in the Future

Future Advisor

How the digital age of transparency is disrupting the long-time cryptic industry of financial services and exactly how the advisor in the future will create a competitive advantage.


In a robo-world… change happens quickly. Advisors of today must prepare to adapt proactively to become advisors in the future.

Top Down concerns… Shareholder vs. Client-The inherent conflict between shareholder value and client value has never been more readily apparent.  (the Goldman rules) Advisors could have both shareholder and client value working seamlessly, but this can’t be accomplished with the status-quo,  this paradoxical dilemma will be solved by looking at the business from another dimension… Antiquated industry standards are not cutting it… which is why advisors today are looking for answers to better questions. How can we create shareholder, enterprize or lifestyle value by actually putting the interests of our clients in the forefront?

Client-centered reality… They are picking you… and they are armed with knowledge… In the power shift created by over-empowered investors, how will advisors create a tangible demand for wisdom? The cornerstone of the foundation of the advisor business in the future must be a client-centered purpose… without it advisors don’t stand a chance… Advisors in the future will create powerful purpose statements which differentiate them from advisors who continue to use catchphrases, value props and elevator pitches.

Sales or service… Product sales has its place but not in the collaborative world of wealth-care… Always be closing??? or Always be Collaborating? The days of clients and prospects being sold on advisor selling capability are waning… The advisor in the future will sell the appointment, not the product…

The elevator pitch is being replaced by the appointment script… because prescription without thorough diagnosis is malpractice… advisors in the future will not waste time selling products or services to prospects without first setting the appointment. For the advisor in the future, the appointment is the first “yes.”

Collaboration over consulting and sales… Advisors in the future will be collaborating with clients who are considered trusted partners. The success or the failure of the client portfolio leading to goals and aspirations is a shared responsibility… this is why… The days of selling products in a vacuum are over…Unfortunately, digital marketing of advisor services lands in a category which is being confused with sales… antiquated top-down thinking has created marketing monsters that try to close the deal on contact, putting the reputation of the advisor at great risk in the process. The reality of the digital age of transparency unveils this fundamental truth, the receiver of your digital marketing material doesn’t care about the sales pitch… they don’t even care about the solutions (yet)… they care about their issues.

The digital marketing progression for gaining interest from ideal clients is straightforward… here are the issues, here are the options, here are the solutions… If the issue is real to me, then I (the prospect) will discover your options… then (call to action) I may chose your solution if, and only if, it is a good fit for me. Advisors in the future will acknowledge this fundamental truth... they can’t be all things to all people. Advisors in the future will be leveraging this fundamental truth by first defining the solutions they provide when they customize their advisor alpha. Bottom line… there is too much digital noise to “think and do” any other way… there simply isn’t enough time.

Authenticity Integrity Trust and Accountability…  The advisor in the future will understand… they must own perception of their authenticity by owning the words… Not “owning the words” that define their authentic value is tantamount to shuttering their business tomorrow. Their behavior will hold them accountable to the words they own in the digital age of transparency… their digital footprint will become a critical aspect in demonstrating their accountability as part of her or his expected behavior. The advisor in the future will realize…This is the greatest opportunity in the history of time to maximize her or his brand and reputation with a touch of a button…

…this is also the greatest opportunity to ruin a reputation… it takes 1000 Tweets to build a reputation and 1 Tweet to ruin it…

The advisor in the future will customize a formalized progression to develop the content they publish in all forms… the content they publish will be in complete alignment with their beliefs, opinions, values, principles and client-centered purpose… and it doesn’t hurt if it leads to their solutions.

The How… The advisor in the future will become keenly aware of industry issues or “the what.”  The web is full of “the what.” In the future there will be a premium placed on understanding and leveraging the HOW. To accomplish this, advisors in the future will require a trusted collaborative partner who can help them with The How by simplifying the complexities that are inherent in the digital age of transparency. Leveraging Tangible Alpha gives advisors in the future a competitive advantage with the opportunity to own the perception of their customized value by creating a filter to turn down the digital noise masquerading as potential tactical solutions.

The advisor in the future realizes…It all begins with a client-centered foundation. Having a strategic foundation in place is a requirement for advisors who wish to avoid old-school tactics that can lead them down multiple paths and put their business at undue risk. To get and keep ideal clients in the digital age of transparency advisors in the future will be leveraging business development tools that simplify “The How.”

It is crunch time for advisors… The advisor in the future understands…To remain relevant and become irreplaceable in the digital age of transparency their competition will be leveraging the Robo Advisor Coach to create customized solutions for their business development needs. They also realize that time is of the essence. Robo Advisor Coaches that recognize the genuine concerns of Advisors and can also provide The How will become an essential component in helping the advisor in the future get and keep ideal clients in the digital age of transparency.

Keep it Tangible,




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