What Did We Learn?

May 11, 2020

Last Week's Recap

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Recap of Last Week’s Posts

  • Your questions matter… To remain relevant as a trusted source of wisdom, your questions must lead to your unique value across multiple mediums 24/7.

  • Your advisor KPI must be updated to meet the parameters of transparency… The daily tasks required for success are not sales driven anymore.

  • Meaningful engagement must flow seamlessly… In person and digital communication must be focused on the behavior you can promise and not the elements of the business that you can’t. 

  • Success is simple… The three pillars of success are like the three legs of a stool. Without all three, you will struggle to remain relevant in a robo world.

  • Fear is good… The natural enemy of success it would seem is fear… don’t let it be. Embrace fear to accomplish your dreams every day. 

 

These posts have been brought to you in a simplified format that enables you to build your business on purpose in incremental steps. We are here for the sole purpose of helping advisors maximize their tangible value to remain relevant in the modern era of financial services. We accomplish this every day by making the complex simple. If you have already started to build your business on purpose with our program, these two minute audio files will help you gain more perspective on why and how you should continue to grow exponentially with these simplified incremental steps. If this is your first time… get going today because nobody can promise you a tomorrow. 

 

 

 
Build On Purpose!

You Get To Decide

Apr 16, 2020

Omnipresence

 

Who do you want to be present for?

It doesn’t matter if every utterance that comes from your blog makes sense. You can’t be all things to everyone and you aren’t going to make sense to all of your clients all of the time. What matters is this; you must be present. 
 
You are an influencer who must remain in the cross-hairs of your audience… you gotta be an icon on the smart device to stay relevant in this robo world. That means you don’t always have to be right or on-point for every client and or prospect 24/7… that is an impossible ask. What you need to be is present, not available, simply present to influence the decisions of your ideal audience 24/7. 
 
Make ’em think,  make ’em laugh,  make ’em feel why they are attracted to you and your unique solutions. Because if you don’t, someone else is going to do exactly that. Your connection begins with your shared purpose. Your behavior (which includes your omnipresence) must demonstrate your alignment of shared purpose with your clients (your ideal audience).
 
 

For whom do you want to be present? 

 
Your purpose dictates for whom you want to be present… or, who you want to be present for. Your behavior (which you can promise) backs the whole thing up. 
 
Don’t worry about being right or wrong… just be present for your audience to make them feel exactly why they trust you. Be authentic… be yourself… and stay relevant for the right audience for the right reasons. 
 
Your being right or wrong will be detected through the process of feedback… which is an ongoing discipline as well… I will publish information about that in more detail in the near future. You can get the picture by looking at this picture…

The Time Is Now

This is the greatest era in which to become and stay a financial advisor… you get to pick exactly the type of clients you want to work with and you get to fire the bad ones. There has never been a greater opportunity for you to take complete control over your business… this is how to do that… two minutes at a time.
↑ ( Click the Pic ) ↑

Enlightened Content

Jan 26, 2020

Value Design for Advisors

The Path to Enlightened Content is Infinite

 

Your content must engage entertain and educate your audience.

So how are you going to do that while you are doing your other job as trusted wealth steward?

 
 
The content you publish is indelibly tied to your stewardship business model… you might not see it yet, but the path you choose today will either help you survive in a robo world or it will create your imminent failure. 
Either way, your business decisions are your own. 
 

How can you design an infinite measure of great content that is consistent with your focus?

 
 
Follow the path of design thinking… the path of Infinite Advisor Alpha… 
Your value is there and you should be too. It really is where you want to be. 
 
We make it simple for advisors like you to discover micro bits and pieces of value design twenty-four hours a day.
 
When the time is right for you, jump into a micro-module that helps to empower your existence in the new ecosystem of financial advice. 
Your Path