The First Marketing Touch
Fix Your Alpha ~ Passion and Life
The Milestones of 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.
Experiences
Your experiences in life have lead you to this momentous occasion of trusted stewardship.
Expertise
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.
Omnipresence
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.
Feedback
You must know precisely how your unique value makes your ideal audience feel.
Advisor Opacity
The opacity or lack-of-clarity that is inherently developed by the average financial services professional has been developed over decades by an industry counting on that lack-of-clarity to increase demand for services… that model is done… it is no more… If you don’t leverage transparency to your advantage in the form of Tangible Alpha, you will become extinct… your services will become commoditized and your clients will become enemies. Price only become an issue in the absence of value… you must make your authentic relevant value Tangible…
