January 28, 2019

If we don’t keep an eye on the big projects, we can easily fritter our days away on nothing but reactive tasks. If every day, or several times a week, you are able to check off your NEXT STEP, you are making steady progress toward your larger goals.

January 28, 2019

When I started The Intentional Advisor, almost 3 years ago, I wasn’t new to business, but I was new to   business to business (B2B) consulting. I initially created TIA like my practice:  Sign-up for $X fee and I will take you through this process for these outcomes.  I...

January 22, 2019

If you don't come from wealth or didn't grow up around it, it can be daunting to feel like you deserve it. If this is something that resonates with you, I want to suggest a reframe that might help if you struggle with feeling worthy.

January 7, 2019

I would like to think that the vast majority of financial advisors really want the best for their clients. However, our industry has trained up a hoard of Salesman. The pendulum has swung and those rejecting the Salesman persona have become Professors. It takes self-...

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