Advisor Relevance

The new era of financial services is upon us and the modern advisor must be able to see past legacy training concepts to visualize his or her preferred world.


The new model designed by Tangible Alpha empowers advisors to update their relevance by defining exactly why their ideal clients should do business with them. We also make available the industry’s first and only 24/7 value design platform which offers 100% confidential modules to bring out the best in each advisor in a way that is unique to him or her.


Transparency is not the enemy… it is the one thing in the digital era that can be leveraged with the most ease to help ensure your relevance. Learn more about the new way of thinking (to survive in a robo-world) here.