Get and Keep Ideal Clients

Aug 14, 2019

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

  1. Purpose  You must lead with a client centered purpose to remain relevant in the digital age.
  2. Principles  Your principles must be documented to create tangible accountability in a robo-world.
  3. Opinions  You must distinguish your authority as a trusted source of wisdom.
  4. Experiences  Creating tangible touch-points, that your clients and ideal prospects can associate with, is imperative for your survival.
  5. Expertise  Your expertise must be defined by you… in words that your ideal audience can understand and appreciate.
  6. 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

Your Filter

Aug 9, 2019

Digital Noise Filter

Turning the noise into value.

3

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.

 

 

Beware of The Reverse-Churn

Aug 5, 2019

Advisor Beware

 

 

Reverse-Churn

Advisors must be able to justify their value to charge fees in a robo world.

In the digital age of transparency, financial advisors can’t afford to have their reputations sullied by insinuations or accusations (or litigation) tying them to the unseemly act of reverse-churning accounts of unwitting clients.

If your not sure what reverse-churning is… ReverseChurn.com

The process of the value that the advisor brings to the lives of his or her clients must be made tangible for digital delivery, consumption, refinement, and verification.

To validate the fees advisors must begin to charge, in lieu of commissions, deep introspection of unique advisor value is requisite for survival in these changing times of financial services.

The best way for advisors to grasp this concept is by beginning to structure their businesses from a perspective of purpose. They must acknowledge a shared-purpose with their ideal audience to convey precisely why anyone should trust them with their wealth.

Once the cornerstone of a client-centered purpose is defined, a purpose-driven business model is the best way for any advisor to survive and thrive in this modern robo-world.

To avoid the heartache of the reverse-churn, start building your business on purpose.

Tap or click the image below to go to the purpose-driven branding modules of Tangible Alpha created by Grant Barger.