VALUE IS GOOD FOR THE BOTTOM-LINE

Tell me you are NOT an Intentional Advisor without telling me you aren’t an Intentional Advisor.

 

Here are the exact words of an advisor on an advisor-only forum asking how to be as...

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BREAK THE FACADE

Were you taught, like I was, to put up a wall of professionalism between you and your client? Were you taught to try to look smart and stay in control? To keep your personal foibles out of the...

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SHOW UP PREPARED TO BE NO PLACE ELSE

"Wait, hang on, I can't get on the Zoom cuz I'm on my phone, not my computer. You see, I am on my way to… But I thought we could talk while I drive, but I can't get the link to work." 

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TURN PROSPECTING INTO PROSELYTIZING

I just finished up a call with an LTC specialist. At the beginning of the call, we determined that I was not in her territory. She then proceeded to spend over an hour with me. She updated me on...

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ARE YOU A LEADER?

As a small business owner, do you ever struggle with the idea that you are a leader?  Most advisors start focused on the client work, and as they become more successful, their practice evolves...

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ADVICE FOR THE EMERGING ADVISOR- 100 Gifts

I have been approached by several new advisors recently asking me how to get started with Advice-based Financial Planning

 

I realize that many new advisors struggle with the same...

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NOBODY KNOWS UNTIL YOU TELL THEM

I want to let you in on a little secret…nobody knows what we do! They think they know, based on whatever narrow experience they have had with "advisors" in the industry. But they...

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WORKING FINANCIAL FREEDOM

I remember that for years my goal was to have $10k of recurring revenue per month. That was my definition of financial freedom! I could meet all my business and personal obligations, and...

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INFUSE THE NEW WAY WITH THE BEST OF THE OLD

Ryan Holiday wrote a blog about protecting the "old way".  We have instincts to preserve the way it was, and those can be healthy, but they can also be dysfunctional. 

 

It is...

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TELL ME WHAT YOU STAND FOR

purpose service vision Jul 05, 2021

Have you ever seen those memes that say, "Tell me you are old without saying your age." and you are supposed to mention something that young people would never understand.  


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