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.

 

Build It On Purpose

Jul 26, 2019

Build Your Biz on Purpose

The design of your value is critical for your survival. 

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.

The Advisor in the Future

Jul 23, 2019

The Advisor in the Future

I am not in sales. I am a trusted steward of wealth. The cornerstone of my value is my client centered purpose. My principles and values guide the decisions I make every day. My beliefs and opinions have been published in the form of fundamental truths and genuine concerns. I am not a product of this industry. My documented experiences create meaningful touch points for my clients and prospects. I am the only one who can define my expertise… and I do. I cannot promise returns but I realize I must promise my behavior. I am grateful. I am honest. I am empathetic. I cannot be all things to all people so I have rules in place to qualify trusted partners for collaborative relationships. I have a defined philosophy behind the processes of my business. I amplify my value through multiple mediums on the World Wide Web. I am omnipresent. I have defined topics that categorically lead to my authentic relevant value. I am known for the quality of my curiosity. I am an icon on my clients’ smart phones. I never discount my services. I justify my fees with tangible value. I have designed a filter that shields me from digital noise and attracts ideal clients. I have competent conversations fueled by the courage of my conviction. I collaborate only with ideal trusted partners. I realize the importance of setting and maintaining client expectations. My value is always on 24/7 even when I am not available. I publish content that sparks meaningful engagement. I have an intimate knowledge of exactly how my clients feel about my value. I am in complete control of the perception of my value. I am never complacent about my value. My quest for relevance is a never ending journey. My advisor alpha is tangible and perpetual. I have built a unique business to survive and thrive in a robo world.
I am the advisor in the future.