24/7 Feedback in a Robo-World
Feedback is Happening 24/7
You are right, the context is missing from the circle. The idea is; if any of the components from purpose to behavior is misaligned, accountability suffers and with it, integrity... and ultimately trust.
— Grant Barger (@TangibleAlpha) July 27, 2018
Your Metrics
-
In a digital omnichannel world, feedback is happening 24/7 with likes, comments, DM’s, social shares, etc…
-
It feels like there is a new way to give and receive digital feedback every day.
-
In order to gather the metrics that move your business you must be able to ask great questions and get honest responses.
-
Your clients must give you honest feedback to become trusted partners… you need trusted partners as clients to survive and thrive in a robo world.
To cultivate trust in a digitally transparent world, simply follow the Infinite Advisor Alpha Progression.
Get and Keep Ideal Clients
Earning Trust in a Robo-World
In the Future…
How will financial advisors get and keep ideal clients?
This is a walk-through for the first six micro-learning modules of Infinite Advisor Alpha
- Purpose You must lead with a client centered purpose to remain relevant in the digital age.
- Principles Your principles must be documented to create tangible accountability in a robo-world.
- Opinions You must distinguish your authority as a trusted source of wisdom.
- Experiences Creating tangible touch-points, that your clients and ideal prospects can associate with, is imperative for your survival.
- Expertise Your expertise must be defined by you… in words that your ideal audience can understand and appreciate.
- Behavior You can’t promise returns… you must promise your behavior to survive in a robo-world.
Building a solid foundation of trust is a two-way street in the digital era of financial services. Not only must you convey your wisdom and integrity 24/7… but your digital marketing campaigns must be relied upon to filter in ideal trusted, like-minded prospects… while simultaneously reminding your current clientele of your unique authentic value… 24/7.
If you are a returning advisor, this should encourage you to keep moving down the right path…
If you haven’t taken the plunge, please feel free to dip a toe into our pool of wisdom. Our sole purpose is to help good people get better… every day.
Enjoy the journey,
Grant
Amplify Your Alpha
Perception Is Reality
The perception of your advisor alpha is the reality of your value.
Your Filter
Are You Building On Purpose?
The first six micro-modules of Infinite Advisor Alpha allow you to set your unique foundation for trust so you can promise your behavior and expect reciprocal actions… which means you only work with trusted partners… which means you have started to design your digital noise filter. (Discover More About Micro-Value Development)
Based on the ideal clients you want to work with, the foundational categories of your relevant value (for which they will gladly pay) are at your fingertips.
Your Filter will build the foundation and set the standards for getting and keeping ideal clients…
- Earning trust
- Creating meaningful touch points
- Promising behavior
- Making your competency, character, and concern tangible.
Do You Have A Filter?
The first six modules create the foundation for the design of your unique digital noise filter.
Module seven empowers you to use the word NO as a strategy… your filter in action.
Modules 8-12 will empower you to add to your filter by… defining your process, creating an omnipresent user experience – UX, (which is rapidly replacing the old fashioned client experience – CX) Defining topics of meaningful engagement, designing questions that matter, and gathering feedback required to remain relevant.
Are You Where You Want To Be?
- Never be complacent.
- Design a simple model that people can understand.
- Learn how to ask distinctive questions.
- Gather feedback that matters.
“Where you want to be” is the state of perpetual relevance…a never ending journey.
The only way to get there (where you want to be) is to design your unique filter.
This is the journey that will help you design your unique filter… to remain relevant in a robo-world.
The journey to perpetual relevance is never-ending.
The journey to your infinite relevance begins with a single step…
The journey to perpetual advisor relevance begins with Purpose… and it never ends,
Enjoy your journey.
