More Than BPs

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.



Ideas for Today’s Advisor

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?