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…

Digital Marketing Gurus

Inbound, outbound, Email, texting, social, video, chat bot… the list grows Digital marketing is confusing… remember the days when brokers could get away with an 8% rip based on fear and lack of transparency? That’s exactly what the digital marketers are doing to advisors today… payback is a bit… or is it a byte? The antiquated…

The Aging Advisor

What the aging financial advisor doesn’t want to hear… You need a succession plan. Advisors who have in this business for any amount of time don’t want to be told that they are failing in the eyes of the industry. They don’t want to hear the talk about junior partners or apprenticeship. The just want…