The Milestones of Advisor Relevance

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.


Your experiences in life have lead you to this momentous occasion of trusted stewardship. 


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. 


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.


You must know precisely how your unique value makes your ideal audience feel.