What Did We Learn?

May 11, 2020

Last Week's Recap

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Recap of Last Week’s Posts

  • Your questions matter… To remain relevant as a trusted source of wisdom, your questions must lead to your unique value across multiple mediums 24/7.

  • Your advisor KPI must be updated to meet the parameters of transparency… The daily tasks required for success are not sales driven anymore.

  • Meaningful engagement must flow seamlessly… In person and digital communication must be focused on the behavior you can promise and not the elements of the business that you can’t. 

  • Success is simple… The three pillars of success are like the three legs of a stool. Without all three, you will struggle to remain relevant in a robo world.

  • Fear is good… The natural enemy of success it would seem is fear… don’t let it be. Embrace fear to accomplish your dreams every day. 

 

These posts have been brought to you in a simplified format that enables you to build your business on purpose in incremental steps. We are here for the sole purpose of helping advisors maximize their tangible value to remain relevant in the modern era of financial services. We accomplish this every day by making the complex simple. If you have already started to build your business on purpose with our program, these two minute audio files will help you gain more perspective on why and how you should continue to grow exponentially with these simplified incremental steps. If this is your first time… get going today because nobody can promise you a tomorrow. 

 

 

 
Build On Purpose!

Quality Over Quantity

Dec 30, 2019

Introspection

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More leads is not the solution

 
The solution to your current issues as an advisor can be found from within. That’s right… every problem you are facing as a trusted steward of wealth can be solved by looking within your business first and applying the wisdom you can gain from introspection of your issues. The biggest hurdle is asking yourself the right questions. Most advisors can’t do that… most people can’t do that… so you need a resource of really great questions to challenge your conventional thinking. That’s right, you need to think differently to survive. 
 

The strategic design for success of the advisor in the future is centered on value. Your value must become definable detectable and desirable in the digital landscape of today’s robo world. 

 
Starting with the three pillars of advisor value, you will begin to comprehend more deeply the weight that your unique value will carry moving forward in the new financial services ecosystem. 
 
Design your value from the inside out to get and keep ideal clients. Spend your resources wisely on the activities that will increase the quality of your clientele… stop wasting time and money on clicks and leads. 
 
Discover how to exude your relevant value 24/7 right now. 
More

The best way for advisors to create a niche

Dec 3, 2019

Your Niche Is Out There

Why form a niche?

Why must you discover your niche? Not because it works… not because others have had success… because you can’t compete in the financial services industry on price. If you try, you will be replaced either by the industry, your firm or your clients. When the measure of your value is price alone, you become replaceable. You must become responsible for the ownership of the perception of your value. In doing so, you must find ideal like-minded clients to serve… because you can’t be all things to all people. Attempting to be a jack of all trades is the quickest way to be forced to exit this industry. Trust me when I say this, You don’t want to miss out on the next 10 years.

Clients that come to you for discounts will leave for discounts.

So you need a niche to remain relevant and become irreplaceable. Not because it may have worked for someone else.

1. You can’t compete on price.

2. You can’t be all things to all people.

3. Price becomes an issue in the absence of value.

4. Prescription without thorough diagnosis is malpractice.

5. Quality over quantity.

You must increase the quality of your clientele but you can’t afford to have your reputation tarnished by making promises you can’t keep. Your authentic value must be made available 24/7 for the world to see and here. This is not the corporate slogan or the company catchphrase… this begins with your client-centered purpose. You must own the words that define your authenticity and it all begins with your shared purpose. Ideal relationships are formed with a shared purpose… this is where you begin to carve out your niche.

To survive in the digital age advisors I must not compete on price… to thrive I must be able to increase the quality of my relationships by design. My process must become simplified yet productive. 

Your Process Must Empower You…

  • Connecting the dots of the critical components (simplification).
  • Building the foundation of your advisor alpha to create tangible value (exude value 24/7).
  • Expand tangible value to remain relevant and become irreplaceable (completing the process but never finishing).
  • Productive repetition by design (small steps).

You must get ideal clients…

you must remain relevant…

and you must become irreplaceable to keep ideal clients…

while you simultaneously expand the breadth and depth of your services 24/7.

Your niche can be formed by your purpose… in fact, it’s the only way to truly connect to your ideal audience in the new digital era of financial services.

 

Quality relationships begin with shared purpose.

 

I will pay you to solve my problems if you can prove to me that our end-game is mutual success.

~ Ideal Client

Discover Your Niche