12 Elements of Your Relevance

12 Disciplines of Advisor Value

12 Incremental elements of advisor value that require daily attention for the modern advisor to survive in a robo-world.

1. Purpose Client centered… your cornerstone.
2. Principles and Values… you live them daily.
3. Beliefs and Opinions you get paid for them every day.
4. Experiences are your actions that happen 24/7.
5. Your Expertise is defined in your own words… elite for the right audience… broadcast 24/7.
6. Behavior that you promise is a daily discipline that quantifies your advisor value tangibly.
7. Rules of engagement… behavioral promises that must be reciprocated by clients (daily).
8. Your Philosophy and Process are up for constant vigilant updating (daily).
9. Omnipresence is your 24/7 digital footprint that must be constantly monitored…
10. Topics… that lead to your solutions are modified and used (daily).
11. The Questions you ask, that lead to your unique solutions… (daily).
12. Feedback… the circle of life… happens 24/7 and impacts your alpha (daily).

Why are these 12 disciplines so important?

They help advisors design unique filters that separate their value from the proliferation of digital noise, compounding daily, that makes clients and prospects wonder what advisor value really is.

To survive in a robo-world, advisors must design their own unique filter to differentiate their value from perceived peers and industry generated propaganda.

Each advisor’s unique filter leads clients and prospective clients to the authentic value that is relevant to his or her ideal audience.

The 12 daily disciplines are incremental steps that produce exponential results when incorporated in the Infinite Advisor Alpha progression. 

What are Exponential Results?

To survive in a robo-world, advisors must be able to act exponentially… which means that each of these daily undertakings must be addressed regardless of the advisor’s outlook on the design of his or her business. If the steps are taken incrementally… without a system in place to garner exponential results… the advisor ends up losing ground, categorically, in all the areas of value that require attention.

In other words, the system you use to stay relevant has to be simple.

You must make your character, competency, and concern… definable, detectable, and desirable… we have a simplified system that empowers advisors to do that…  24/7.

Micro-Value Development

The progression of micro-value development we offer advisors [24/7] is as simple as it gets.

It is granular… each lesson serves as its own unit but serves as a part of a larger objective in the progression of your advisor value development.

You can learn from one end of the spectrum to the other, and piece the micro-sessions together to create a whole that is greater than the sum of its parts.

This is the system that is required by the advisor who wishes to remain relevant in a robo-world.

And we designed it all just for you…

Enjoy the journey.

Rethinking Value Design

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.

Summation of “Expanding The Gap” 3 Part Reverse Order Blog Post

Expanding the Gap


“Price only becomes an issue in the absence of value.”


The Value Gap

To take complete control over the perception of your value you must expand The Value Gap. 

Your character, competency, and genuine concern must be definable, detectable, and desirable in order to control how your value is perceived. We establish your control, by design, when we walk you through the micro-learning modules of the Infinite Alpha progression.

This is the summation of the “following” three blog posts that will appear in reverse order on the blog. It is my intent to make the user experience more fluid by reversing the usual order of “three part”  posts so the user can experience them in sequence in the future. 

Part 3 of 3 Expanding The Gap

Expanding the Gap

Part 3


Part Three of Three

Your Genuine Concern can be made tangible by defining your beliefs and opinions about this industry and your purpose.



You get paid for having them… check that. You get paid for sharing them. Your opinions are what your audience pays you for. Your wisdom, knowledge, experience, process… your advisor alpha. You get paid because you have genuine concerns (opinions) about the well being of your clients. You must be able to share your genuine concerns with your audience 24/7. You can’t do that unless you have defined your opinions. You must define and publish your opinions in order to remain relevant. 



The Value Gap

Part 3

Character Competency and Concern


Publishing Your Beliefs and Opinions


Your beliefs and opinions must be published in the form of genuine concerns and fundamental truths. Your ideal audience must be able to have tangible access to your value 24/7… even when you are not available. Especially when you are not available. Your genuine concerns about your clients well-being is a major part of the differentiation you need to set yourself apart from your perceived peers. Your genuine concerns must become accessible 24/7 to gather valuable feedback from the right audience. You must publish your genuine concerns to  filter out the bad clients and bring in the good ones. Your beliefs and opinions must be defined by you and updated by you if you are to remain relevant. 


In order to define your beliefs and opinions you must first discover them.



Start Expanding Your Gap


Part 2 of 3 Expanding The Gap

Expanding the Gap

Part 2


Part Two of Three

Once your ideal audience knows how much you care, you gotta show ’em how much you know.



In our experiences through the decades we have found that the way people learn is different… each person’s style of learning is as unique as his fingerprint. We go to great lengths to demonstrate exactly how advisors can create meaningful exponential outcomes through our multitude of micro-moments. Each time we publish content we try to tell the story a little bit differently… a little bit better.

In part two of our three part (reverse order) series on advisor value we go over the second leg of the three legged stool. (You need all three to sit at the table.)



The Value Gap

Part 2

Character Competency and Concern


Defining and Designing Your Competency


Your behavior is the guiding force behind the perception of your value. Are you competent enough for… whatever is often judged by your behavior. How do you respond in certain situations? How do you proactively prepare for others? 

Your behavior is the single most important factor in controlling the perception of your relevance. And it is for that reason that you must promise it. The single most important aspect of trust and integrity is your accountability. Will you do the things you say you will do to make good on your purpose? 

To survive in a robo world you must promise your behavior and you must be able to walk the talk.

In order for you to promise your behavior you must have a system in place to design what you can promise to the world. But before you can design your unique system of promise delivery you must define the terms that justify your promises. The terms of your value must be defined… they will be defined. And if you are not the one defining your value, someone else will gladly do it for you. Your firm, your competitors, and your clients will be the ones who define your value. You can’t afford that. 

Your relevance is controlled by the one who defines your value… It needs to be you. You must define your value or you risk everything. 



End of Part Two