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.