The Big Picture

Think Differently

Your Gift

The power of persuasion in the digital age of transparency can not be used to sell products in a vacuum to increase shareholder value.

Your gift to persuade clients must be used differently.

Your gift is to persuade clients into doing the right thing for themselves.

Creating stakeholder value is the only way to generate predictable recurring revenue in a robo-world.

You must be able to see your future through this lens or you risk irrelevance.

Think Big Picture.

 

Act Accordingly

Discover Your Gift

Drop the Value Prop

Your Words Matter


You have to own the words to own your Alpha… otherwise you’re just speaking with nonsensical catchphrases and corporate jargon.

(Props to AVAYA for this snarky promotional piece)

 

Catchphrases Don't Work

 

 

 

 

Own The Words

Your Digital Footprint

It's Yours...

You are Solely Responsible for Your Own Digital Footprint.

In The Video below Mark Cuban and Adam Grant discuss “Pitches” but more importantly the message within Cuban’s pitch is one that should resonate with the Advisor in the Future…

That message is this; Once you type an email and hit send you no longer own that email (or text or Tweet or comment) but you are solely responsible for that email for the rest of your life.

Your digital portfolio or footprint is the most valuable and most dangerous opportunity you will undertake moving forward in this industry (in regard to your brand, reputation and integrity)…

In a robo-world, you can’t afford not owning the perception of your value.

 

If you don’t own the words, you can’t own your Alpha.

If you don’t own your Alpha you can’t make it Tangible.

If your Alpha isn’t Tangible by design, you will struggle to survive.

There is unlimited upside to publishing your purpose when your Alpha is Tangible.

 

It's Yours... Forever

Take Control