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.
Experiences
Your experiences in life have lead you to this momentous occasion of trusted stewardship.
Expertise
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.
Omnipresence
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.
Feedback
You must know precisely how your unique value makes your ideal audience feel.
