is dedicated to the advocacy of Entrepreneurial Advisors who wish to remain relevant and become irreplaceable.

The Advisor who realizes that autonomy is an opportunity, and not a burden, will thrive in the digital age of transparency.

Right now is the greatest time in the history of financial services to become a serious steward of wealth. ~ Grant BargerScreenshot 2016-07-26 at 2.59.20 AM

  1. The Advisor in the future will have to create autonomy to stay relevant…
  2. To become irreplaceable the Advisor in the future will have to own the perception of his or her authentic relevant value…
  3. There are twelve critical components that determine success for the Advisor in the future.Screenshot 2016-08-05 at 12.23.22 AM
36 years of corner office collaboration has revealed that the most successful Entrepreneurial Advisors do these 12 things…by design.
  • Gather the metrics that matter
  • Ask relevant questions
  • Publish content that leads to their solutions
  • Have great conversations
  • Create an incredible client experience
  • Define relationship principles
  • Set and maintain expectations
  • Define their expertise
  • Share their experiences
  • Document their beliefs and opinions
  • Publish their principles and values
  • Own a client-centered purpose

The Building Blocks


Elite Advisors create a Strategic Foundation before implementing Tactical Solutions.


Become enlightened and empowered as the 12 critical components of Tangible Alpha work harmoniously to develop sustainable growth for your business… by design. It’s time for you to start building your business on purpose.

Screenshot 2016-07-14 at 9.26.42 PMThe Next Dimension of your Business Development is Your Tangible Alpha.

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Expand Your Tangible Alpha 24/7

new-piktochart (15)Tangible Alpha has been designed to enable you to quickly, efficiently and seamlessly become irreplaceable.

The Value Gap

Screenshot 2016-07-25 at 5.23.21 AMBy expanding the building blocks of your Tangible Alpha you will expand the Value Gap between you and your ideal audience.

Before You Speak to Another Prospect…

Before Your Next Client Meeting…

Before You Attend Another Conference…

Before You Hire a Coach…

Discover Your Tangible Alpha

Take Your Business to The Next Dimension

1. Build Your Foundationscreenshot-2016-10-09-at-5-53-49-pm

2. Design Your Progressionscreenshot-2016-10-10-at-9-20-16-am

3. Expand Your Tangible Advisor Alpha 24/7Screenshot 2016-05-23 at 10.06.44 AM

The Formula for Success
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To remain relevant and become irreplaceable in the eyes minds and hearts of your ideal clients you must pay specific attention to the following fundamental truths
  • I must first define and design my value before I can deliver it
  • I must remind my clients and prospects of my value
  • Quality feedback is not negotiable
  • Knowledge and wisdom are not equal
  • Sustainable growth is created by design
  • It is my duty to always remain relevant
  • Authorship is ownership
  • Success of any kind requires focus system and discipline
  • My authentic relevant value is encompassed by my competency character and commitment
  • Now more than ever, my clients and prospects are seeking a trusted source of wisdom
  • I can’t be all things to all people
  • I can control the perception of my value
  • I must be known for the quality of my curiosity
  • Price becomes an issue in the absence of value
  • Tactical solutions require a strategic foundation
  • Prescription without thorough diagnosis is malpractice
  • Clients that come to me for discounts will leave for discounts
  • Trust is earned through authenticity & gained through transparency
  • To remain relevant & become irreplaceable my intangibles must be made tangible

These Fundamental Truths (Principles) of the Entrepreneurial Financial Advisor, when paired with the business development model that is Tangible Alpha, will empower the serious steward of wealth to remain relevant in the digital age of transparency and design an irreplaceable culture to collaborate with ideal like-minded trusted clients. If you build it they will come… and they will stay. Build your business on purpose by discovering your Tangible Alpha.

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Purpose Driven • Advisor Centered • Principle Based