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Copyright 2018 The Intentional Advisor

The Intentional Advisor

1776 S. Jackson Street Suite 800

Denver, CO 80210

Connect@TheIntentionalAdvisor.com

October 25, 2018

Every year, we review every aspect of the plan and determine if it is time to fill any gaps. The gaps make themselves glaringly apparent because we use worksheets to summarize the data from each meeting. At one quick glance, I can see what has yet to be implemented and...

October 25, 2018

When the end of the month comes and someone asks you how much you “closed” this month, they are asking the wrong question.

October 25, 2018

A change in B/Ds will not teach you to connect better with people. A new assistant will not teach you to be easy to work for. A new office will not keep you from being a clutter-bug. Those things might help and they may even be called for, BUT no matter what change you...

October 15, 2018

I understand that becoming a content creator can sound daunting. Here are four tips from my experience going from white-label to custom content.

October 3, 2018

If you see someone as they have always been, you cannot facilitate change. Leadership requires that you hold the vision of who someone is capable of becoming to open the door for improvement.

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