Advisor Crunch

STAY RELEVANT / BECOME IRREPLACEABLE
Framing the Digital Conversation

Framing the Digital Conversation

This is what happens when you don't make your value tangible.pic.twitter.com/njAuU04jFZ — The Office (@TheOfflcePics) July 3, 2016 Take Control Controlling the perception of your digital value is a lot like having control in an office meeting... If you let...

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The Threat of Not Being Real

The Threat of Not Being Real

Our client centered purpose is to grow and protect the net worth of our ideal like-minded trusted clients. See if you qualify for our services... (sample purpose statement)

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Is Your Alpha Tangible?

Is Your Alpha Tangible?

This is the greatest time in the history of financial services to make your intangible value tangible. Your digital footprint, the content you publish, can and should exhibit a digital filter which also serves as a constant reminder of your authentic...

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Affiliate Marketing and the Fiduciary Standard

Affiliate Marketing and the Fiduciary Standard

Things they don't talk about when they mention the new fiduciary standard... The significance of your perceived value is reduced exponentially when your compensation is misaligned with client interests. #Advisors can no longer sell product at the peril of the client....

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Owning The Perception of Your Value

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...

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A Letter to the Advisor in the Future

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...

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The Distinction Between Valuing and Coveting

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,...

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