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Copyright 2018 The Intentional Advisor

The Intentional Advisor

1776 S. Jackson Street Suite 800

Denver, CO 80210

Connect@TheIntentionalAdvisor.com

November 5, 2019

"You are making promises.  You have a duty to survive." -Tom S.

I am not sure I have ever heard it said so succinctly. You make clients promises every time they hire you. You have a responsibility to them to run a viable business so that you can honor those commitments....

November 1, 2019

Do you ever have one of those days? One of those days where you wake up on the wrong side of the bed, lose your keys, run late for your appointment and just end up in a black hole of a mood?

There are a million reasons why one might end up in a crap mood, but there is j...

November 1, 2019

I just got back from the WIFS National Conference in Louisville, KY.  

There was a lot of talk from the stage and in the side conversations about bringing gender equality to the industry.

Here we are stuck at 15% female advisors, as we have been for decades. What ha...

October 23, 2019

AMPLIFY IMPACT: A CLIENT-CENTRIC APPROACH TO PURPOSE

When it comes to the topic of building a purpose-driven practice, there are three types of advisors:

  1. Those that get it

  2. Those who don’t care

  3. Those who get it, but don’t know what to do

Those who get it,...

October 20, 2019

I took a vacation (a REAL vacation) to the South of France.  Every year, I travel with two other women and this was our ninth trip together.

As we were wandering the streets of old Antibes we happened upon an artist’s tiny lair. We were drawn to the charcoal and ink por...

October 5, 2019

An advisor popped into The Intentional Advisor Mastermind Group on Facebook this week for the first time and dropped what I can only call a Purpose-driven Manifesto about what she is called to create in her practice.

I was very inspired by it and have watched other Inte...

October 4, 2019

I was in my workout class this morning asking myself, “Why do I do this?”

I have a few chronic injuries from my days in the Army that flare up from time to time. Right now, after two weeks of traveling it all hurts: left heel, right ankle, knee, hip, lower back, shoulde...

September 19, 2019

I was trading emails with a long-time advisor friend of mine about purpose, specifically his purpose. He, like many advisors, is feeling a little unsatisfied in his work. He knows he needs to find his purpose, his WHY, but is struggling to nail it down.

This fellow...

September 7, 2019

I have been told by many advisors that they were attracted to The Intentional Advisor initially because of the work/life balance I described in my presentations.

It was all true. Emphasis on "was". 

-I did run my practice in about 30 hours per week with a lot of cof...

August 9, 2019

When I hear someone talking about wanting to help me “close”, “overcome objections” or “disturb”, I know they are not MY people.

Salesman do those things, but professionals don’t.

You might say, but what’s the big deal, that’s just how they describe getting hired!?  But...

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