May 29, 2018

According to Merriam-Webster the definition of ambivert is "a person having characteristics of both extrovert and introvert."  As an ambivert, I find the world complex to navigate. People assume that I want to be social and are turned-off by my reticence...

May 29, 2018

I am finally reading Blue Ocean Strategy and I had a stroke of genius hit me! But this idea isn't for me and my practice. This idea is for someone else to grab and implement.

In my practice, I have a secret mission to help prevent divorces among my clients.

I have design...

May 29, 2018

Working with advisors throughout the country, I have seen a few agendas in my day.

They tend to fall into a couple of categories:

  1. Always the same and too vague

  2. Super specific and overly technical

  3. Customized, requiring a lot of time to create

Let's talk ab...

May 29, 2018

A few months ago, I was wrapping up a 7 month study group and I left the group with this quote by Ralph Waldo Emerson: "Once you make a decision, the universe conspires to make it happen." I believe this in my soul. Here's why...

May 7, 2018

By aligning all clients onto a practice level calendar, you can take advantage of economies of scale. You'll spend more time developing a valuable agenda and delivering it over four months. You can roll out changes and improvements more systematically. Basically, y...

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The Intentional Advisor

1776 S. Jackson Street Suite 800

Denver, CO 80210