Stay Relevant / Become Irreplaceable
In the era of collaborative services as a product the financial professional must make tangible his or her values. These are often presented as “Core” values that they abide by in any given situation. But sometimes the claims of values don’t add up… The good news, this is how clients will see through the facade…
When your services are intangible, as they are in the financial services industry, you must become part of the product you are selling… They aren’t buying brake pads… they’re really buying you. This is the mantra that has been passed down for generations… they aren’t buying the product they are buying the relationship. Two things…
Advisors are finding the digital age of technology to be somewhat of a grind. We all must see the writing on the wall at some point, and for some the writing is crystal clear, while others are struggling to understand just exactly how all of this digital stuff is going to play out. I’m hear…
You can’t afford to simply be top of mind you must become an icon on your clients’ smartphones. #Advisors #TangibleAlpha #WealthStewardship pic.twitter.com/vbuj9imqtS — Grant Barger (@TangibleAlpha) February 20, 2017 Discover define design deliver remind and refine… not just good ideas but a taxonomy for advisor value development that takes your business to another dimension. It’s…
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