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…

The Perfect Blend

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…

Advisor Icon

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…