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Copyright 2018 The Intentional Advisor

The Intentional Advisor

1776 S. Jackson Street Suite 800

Denver, CO 80210


December 3, 2019

There is a dangerous trend taking root in the industry and it threatens the future of our practices.

When I see something that I know isn’t right once, I usually just chalk it up to a bad apple. When I see two or three instances, I start to recognize a trend. I recently...

December 2, 2019

In the modern world, redundancy gets a bad rap. The fear is that if you are redundant, you are expendable. It has become a euphemism for “about to be laid-off.”

As a business owner, as an Intentional Advisor, redundancy is the key to delivering on the promises we m...

November 22, 2019

The thing about goals is that they can seem like a never-ending hamster wheel
Many of us who are good at checking off lists of goals know that there is very little satisfaction in it because as soon as one is accomplished, there is another lined up and ready to go....

November 12, 2019

You may be thinking: "My B/D is holding me back from becoming a Thought Leader." However, if you are a true Thought Leader, then you must be willing to follow the rules...

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


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...

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