The Laws of Alpha is a concise, 40-page guide for financial advisors who want a clearer understanding of where their value comes from, how AI is changing the economics of advice, and what they need to own more deliberately moving forward. This is not a long theoretical book or another collection of AI tactics.
It is designed to help you examine your business through three enduring principles:
Value must be perceived to have economic power
Whoever owns the definition and evidence of value has greater control over its perception
Ownership cannot be outsourced
Along the way, you’ll work through practical reflection exercises—including the Seven-Minute Alpha Audit—to help you identify where your value is strong, where it may be overly dependent on outside systems, and where your next ownership decision should begin. The book culminates in a simple exercise asking you to identify the first thing you are willing to own.
By the time you finish, you should have a deeper understanding of:
where you are today,
where your value may be vulnerable,
what parts of your business you truly own,
and what deserves your attention next.
40 pages. Practical exercises. One clear objective: help you see your business more clearly before deciding what to do next.