The Milestones of Advisor Relevance

Advisor Relevance

Twelve Milestones of Advisor Relevance

In the digital age of financial services.

Defined Client-Centered Purpose

Shared purpose is the cornerstone in the foundation of trust.

Principles and Values

Giving merit to the claims of your endeavor of stewardship. 

Beliefs and Opinions

The fundamental truths and genuine concerns you have about your calling.


Your experiences in life have lead you to this momentous occasion of trusted stewardship. 


Your beliefs and opinions are why you get paid… what does this mean to your clients? 

Promised Behavior

The foundation of trust must be paved with your behavioral promises. 

Rules of Engagement

You must not become all things to all people… using the word no is one of the keys to your relevance. 

Philosophy and Process

Those who qualify for your services will experience a well defined journey of wisdom. 


Your value must become available through multiple digital mediums… even when you are not. 

Topics of Engagement

Your published touch points must always lead to your unique solutions. 

Questions that Matter

You must become known for the quality of your curiosity.


You must know precisely how your unique value makes your ideal audience feel. 

Re-Inventing Yourself

Perpetual Relevance

Probably the coolest thing about the financial services industry that I have witnessed in my life.

The power to reinvent yourself.

This is something my Dad has been preaching about for decades.

“This is the greatest business in the world!   (he would say to a room full of million dollar producers)  …because if the markets tank 30% tomorrow, you still have an opportunity to be relevant in the lives of your clients.  You have the ability to reinvent yourself every single day… if you don’t like who you are right now,  you can change.  There are very few other jobs out in the real world that allow you to do that… you have the greatest job in the world. It’s nobody’s business but yours.” 


This is the greatest business in the world… 

You have the opportunity to live your preferred life by doing well for others. 

If you need some help discovering exactly how to do well by doing good, you are in the right place.  If you are already on the path of trusted stewardship… keep moving.  The journey never ends.