How is this relevant?

The following is an article from INC.com How can noisemakers continue to remain relevant by simply reporting or acknowledging the success of others? This is digital noise…     It’s easy to get caught up in the day-to-day – the long to-do lists, the endless meetings and the overwhelming amount of emails. I’m sure there…

Owning The Perception of Your Value

Taking control of the perception of your value begins with a simple premise… you need to focus on the elements of your business over which you can control the most rather than focusing the finite amount of energy gifted to you on the elements of your value you control the least. The data you collect…

A Letter to the Advisor in the Future

The end is this… the survivors will thrive by discovering value they never knew they had… and they will thrive by making their value tangible for consumption… but moreover, they will make their value tangible to gather critical feedback that keeps them relevant and indispensable to their ideal audience. But first, let’s take a look…

The Distinction Between Valuing and Coveting

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…

Hacking Your Value

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…