Trusted Expert Advisor Manifesto
TEAM stands for Trusted Expert Advisor Manifesto. A manifesto is more than a mission statement. It's a written declaration of intentions and motives.
1. Trust
- You understand your market's problems/challenges
- You have experience in this yourself, both challenges and success
- Identify the gaps: what pieces are missing, what holes need to be filled
- Align the fears/hopes/problems: yours, theirs, and others like them
- Make your RFC feel heard and understood
2. Your Persona
- Embrace your authentic self
- Be your most dynamic self
- Cultivate the courage to divide the room
- Rather be loved or hated but never just tolerated
- Authenticity WINS THE DAY
This persona point is critical: "Fitting in is for sardines." One of the greatest mistakes people make is conformity. Conformity is contagious like a disease. It will KILL your authentic brand.
You need the courage to be polarizing, not in an offensive way, but in a way that clearly stands for something. When you try to appeal to everyone, you end up appealing to no one.
The most successful capital raisers have distinct personalities that some people love and others don't connect with, and that's perfectly fine. Best to get comfortable with it because there is no way to connect with all people all the time.
Most importantly: serve hard, have integrity, be authentic and bring your personal best.
3. Vision
Your vision needs to:
- Show people the invisible: let them envisage it in their mind's eye
- Think of your vision: "I have a Dream," "Just do it." Whatever it is, Make It Known
- Make sure your Vision encompasses your "BIG WHY"
4. Origins
- They need to understand your journey
- What brought you to this path and why you're on it
- Share the salient points that resonate with your RFC
- Tell your authentic story that brought you to this moment
Hero's Journey: Weaponize Your Scar Tissue
This is where you need to bring in the failures, the struggles, the lessons and the gifts.
Your scars, your failures, your challenges: these are not weaknesses to hide. They're assets to leverage. They show that you understand the real world, that you've overcome obstacles, and that you have the resilience to push through difficult times.
Investors need to know you can weather storms, and your origin story proves this.
People don't resonate with perfection. They want to see all of your "perfect imperfection." They connect with your humanity, not your Superman persona.
5. Polarity
- Never try to fit in. To be noticed, you have to stand out
- One of the greatest mistakes people make is "conformity"
- Own who you are
- Respectful Relentless Authenticity is THE KILLER APP
- The opposite of courage is not cowardice, it's CONFORMITY
I'm not suggesting you be outrageous for the sake of it, but being authentically you, even if that means sometimes pushing boundaries. Sometimes you have to take bold actions that align with who you truly are. BE TRUE TO YOURSELF.
6. Communication
- Use of language and terminology is important, but make sure you are understood
- Embrace your unique lexicon
- Take a stand, be worthy of following
- Don't be a people pleaser
- Be committed to helping your RFC with solutions and embody a persona of service
7. VIP Club
- Exclusivity: everyone wants significance, create the inner circle
- Give people a clear path to become part of your red carpet experience
- "Surprise and Delight" your clients
- There are lots of ways to do this. We cover this is our Maven Manifesto Framework which we do in our Bootcamp
8. Mentor Influence
The "Rothschild factor of influence" is a concept that highlights the importance of association and perception when it comes to building influence.
The concept refers to how you can elevate your status, credibility, and authority by being seen with powerful, influential, or high-status people.
It came about because the Rothschild family historically was seen as influential due to their powerful connections. The "newbies" and "unknowns" would show up for lunch or dinner with them and everyone would want to know who they were and how they got such a privileged spot at the table.
You see, people WANT a spot at the table.
WHO you are seen with shapes how others perceive you. By associating with highly respected or successful individuals, you indirectly gain credibility and can enhance your own status.
This "influence by association" creates the perception that you belong in the same circles of power or expertise, thereby expanding your own influence and reach.
By aligning yourself with the right people, whether in business, media, or social settings, you can leverage their influence to:
- Increase Trust: When others see you with credible and influential figures, they are more likely to trust you
- Elevate Perception: Your own status is elevated as you are perceived to be part of an elite group
- Open New Opportunities: Being connected with influential people can open doors to partnerships and networks
- In today's digital world there are a lot of ways to do this without leaving home
9. Add Value
- The more value you add, the more money you will earn
- Have a strategic protocol to adding more value than anyone else. Make this a standard part of your business procedure
- Lock it in to your business culture
- If you want to make an impact, you must ADD more value than competition
10. Change Your Question
- Ask yourself a better question
- The answer to your question MUST directly benefit your client
- Wrong Question: How do I make more money?
- Right Question: How do I change the way entrepreneurs build their business?
- This is exactly how Bill Gates built Microsoft
When you focus on client-centered questions, you naturally align your efforts with creating value rather than extracting value. This shift alone can transform your capital raising results.