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Copyright 2018 The Intentional Advisor

The Intentional Advisor

1776 S. Jackson Street Suite 800

Denver, CO 80210

Connect@TheIntentionalAdvisor.com

May 13, 2019


 

The industry is struggling with a conundrum…what to do with the Millennials?  And we seem to want to make it really complicated.

Supposedly Millennials want:

   -Tech

   -Instant access

   -Low-cost everything

In my experience, Millennials want the sam...

April 19, 2019

I am willing to fail, are you? Nothing I have done in my business as an advisor or a consultant has been guaranteed.

April 16, 2019

Friends, we do not have manipulate people with old sales scripts to grow our practices.  We can do it with integrity.

April 3, 2019

I just returned from an amazing trip to NYC.  It was full of flow and serendipity.  Everything worked out beautifully, despite the odds being stacked against it.  

  

Let me tell you everything that went wrong… 

  1. I returned from a trip the week before an...

August 23, 2018

This is what building your practice on PURPOSE means. You have to be willing to step back, create the vision and then roll up your sleeves and do the work.

July 30, 2018

We as financial advisors have such a huge opportunity to touch the hearts of others. We can stay on the surface and we can talk about returns and premiums and standard deviation or we can go deep and try to understand our clients and help them have a vision for their l...

July 30, 2018

Our modern society leaves a void of disconnectedness in many of us. This provides a unique opportunity for us to bring more meaning to our work and meet an unfilled need in our clients.

July 30, 2018

Whether or not you have a commute, I hope that you consider the power of your phone as a learning tool! In our modern society, the media is programming our minds. Developing an audio-learning habit is your opportunity to take control of your own programming.

January 5, 2017

Lucila answers questions about the role Property & Casualty Insurance plays in a comprehensive Financial Plan.

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