March 29, 2019

While I appreciate a healthy dose of heroic action when it's needed, I would so much rather have a process to prevent the problem in the first place.

March 1, 2019

Do you have a grand vision for the practice you would like to create, but get overwhelmed when you think about how you are going to get there? This is a challenge for many advisors who know they need to wear the visionary CEO hat, but can’t figure out how to translate...

March 1, 2019

Is there an area of your life or business that you want to change, but you just don’t have faith that it will get any better? When we lose faith that we can improve something, it becomes very difficult to make positive change.

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The Intentional Advisor

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