• Grey LinkedIn Icon
  • Grey Facebook Icon
  • Grey Twitter Icon
  • Grey YouTube Icon
Copyright 2018 The Intentional Advisor

The Intentional Advisor

1776 S. Jackson Street Suite 800

Denver, CO 80210

Connect@TheIntentionalAdvisor.com

July 31, 2018

How would your experience as a business owner change by recognizing that "everything is rigged in your favor?"

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.

July 6, 2018

How do YOU as the leader of your team handle things when something major happens?

July 6, 2018

When I ask advisors about their annual client service model, they tend to look at me blankly and tell me they do "reviews." Then I get a long story about how some clients want four meetings and some want one and we "customize" our service to meet th...

July 6, 2018

Engaging women/spouses is part of your duty to all of your clients. It is good business and it is the right thing to do. You might need to change the way you communicate. You might need to create a safe space to ask questions. You might have to make an effort, but it...

July 6, 2018

Clients aren't participating in the newly assigned client service model the way they are supposed to. You gave the clients with the highest revenue the best service model and they aren't playing along. Let me ask you this, did you give them the opportunity to o...

Please reload

Recent Posts

December 3, 2019

October 23, 2019

Please reload

Archive