Align Your Purpose With Your Fees

Aug 2, 2019

Justify Your Fees

 

 

 

 

Alignment of Fees with Purpose

 

For advisors to survive in a robo-world they must be granted the autonomy to build their own unique compensation structure that demonstrates tangibly, their alignment with the success of the investor-client.

It won’t happen from the top-down… the hierarchical model that separates shareholder-value from stakeholder well-being is deeply ingrained into the landscape of financial services… for a long time to come.

So advisors must become empowered to set their fees at a level commensurate to the quality of their services… to do that, they must define their unique value for digital delivery, consumption, and refinement… in other words, their advisor value must become tangible for the justification of their client-centered fee structure.

Introspection and self-value discovery are required to justify the fee structure of the advisor in the future of financial services.

The ability to design this self-aware model must become available for easy access 24/7. (That’s what we have done… FYI)

Advisors who were trained to sell, and have no experience with service driven incentives, will struggle with the concept of this new compensation ideology. Transparency will illuminate the path for the advisor in the future… so he or she can see exactly what must take place to structure his or her unique compensation package… to be in complete alignment with the good of the client.

The micro-learning modules of Infinite Advisor Alpha can help you shine a spotlight on your value… to justify your fee structure… so you can survive and thrive in a robo-world.

 

Design Your Value for a Robo-World

Jul 29, 2019

It's a robo-world

 

 

 

 

7

How To Design Your Value

Remaining relevant is of paramount importance in a robo-world… but how do we get there?

  1. Staying relevant seems more important than building value… but today’s advisor must first amplify his or her unique value in order to remain relevant.
  2. The modern advisor can only remain relevant when empowered to amplify significant value in a progression that enables complete control over exactly how advisor value is perceived.

 

Given what I know today…

 

  • My purpose has been defined by me as being beyond-profit and client-centered so I may get where I want to be.
    My client-centered purpose defines why I do what I do and it is the cornerstone in the foundation of my infinite value development.
  • My principles and values have been documented by me for publication to help me get where I want to be.
    My principles and values have been documented in my own words to demonstrate my character my competency.
  • My beliefs and opinions have been defined and documented for private introspection so I may get where I want to be.
    My beliefs have been defined by me so I can share what I believe to be fundamentally true. My opinions have been documented for publication so I can tangibly demonstrate the genuine concerns I share with my ideal audience.

 

  • My experiences in life have been documented and are ready to share with my audience so I can get to where I want to be.
    My experiences have been documented to create meaningful points of engagement between me and my audience.
  • My expertise has been defined by me in my own words so I can get to where I want to be.
    My expertise has been defined in my words to translate exactly what my licenses and designations and certifications mean to my clients.
  • I have set standards for behavioral expectations by documenting what my clients can expect from me so I may get to where I want to be.
    The behavior that I can promise shines a spotlight on the value I control the most which also holds the most significance in the lives of my ideal prospects and clients.

This has been a summary of what advisors can accomplish in the first six micro-learning modules of Infinite Advisor Alpha.

Build It On Purpose

Jul 26, 2019

Build Your Biz on Purpose

The design of your value is critical for your survival. 

Rethinking Value Design

Jul 26, 2019

Rethinking Value Design

 

 

 

 
Advisors who are able to amplify their character competency and genuine concern, tangibly, will see exponential results in multiple dimensions of their businesses.
The steps of our value design process are broken down to 12 critical components and systematized in a progression called Infinite Advisor Alpha.
These critical components have been made available for any advisor on our digital platform in our micro-learning modules.
In less than two minutes per module… advisors can engage meaningfully within the infinite alpha progression to systematically amplify their own unique advisor value (Character, Competency, & Concern).
The model is a symbol as well as a guide for the advisor on his or her never ending journey to where they want to be.
To remain relevant, advisors understand that they can never become complacent and that they must be vigilant in developing their relevance.
Modern Advisors realize that there is no end to that goal… and the infinite alpha progression is a representation of exactly what that means to financial advisors.
The journey is the destination and it is exactly where advisors want to be… The state of perpetual relevance.

I believe in human advisors…

Jul 25, 2019

I Believe...

I believe in human advisors…

I believe that the misuse of technology will be the leading cause of advisor suffering in the next two years.
I believe the traditional marketing concepts are antiquated and will cause advisors more pain than resolve.
I believe advisors must become empowered to use exclusionary service concepts, rather than inclusive sales tactics.
I believe advisors are fully capable of taking complete control over the perception of their value.
I believe that this is the best time in the history of the financial services industry for advisors to exude their relevant value.
I believe that now, more than ever, investors are in dire need of a trusted source of wisdom.
I believe that advisors must make their value tangible to survive in a robo world.
I believe that I provide the best opportunity for financial advisors to thrive in the digital age.
I believe that any advisor can benefit from the services I provide but I understand that my services are not for every advisor.
I believe in human financial advisors.