Our Beliefs...


Discovering Your Value™:

We believe...

  1. The single most compelling story that you have to represent is "you."
  2. Most individuals do not truly know their value - they wing it!
  3. If you don't know your value, you will have trouble pricing your value.
  4. If  you don't properly know your value and have trouble pricing your value with integrity, you will be challenged to sell your value.
  5. Most individuals are not up for the challenge to be extraordinary.


Pricing Your Value®:

We believe...

  1. You need to know your value before you can price your value.
  2. Pricing your value is one of the most important business decisions you need to make.
  3. Most financial entrepreneurs (FEs) do not apply enough time, thought or rigor in pricing their value.
  4. To run your practice like a CEO, you need to manage three critical elements: the value you deliver, how your clients perceive value in the relationship and your price.
  5. When your clients appreciate your value, you can fully Realize Your Value™(PriceMetrix)


Relationship Time Out™:

We believe...

  1. You need to tighten up your client experience so that it becomes clear, compelling and memorable.
  2. You need to look at your most valued clients in the eye and find out how they really feel about you.
  3. You need to be Olympian with your conversational skill set.
  4. You need to create experiences that align your passions to theirs.
  5. You need to eradicate the dreaded disease of "I didn't know you did that!"