December 29, 2019

Accountability is such an elusive thing. We try and fail to hold ourselves accountable. We get accountability partners to try to make it work. We hire coaches to hold us accountable.

I have to admit that none of these strategies are particularly effective for...

December 29, 2019

I was writing in my journal this morning. Yes, I journal. I’m THAT person! I was inventorying how things are going. What am I getting right?  Where am I falling short in my habits.

See the thing is, I might be recovering from a little burn out. I had an incred...

December 29, 2019

Do you ever get frustrated that your client won’t…

  • share all of their information?

  • pay a renewal fee?

  • come in for their meetings?

So often, your client is a reflection of you. They are reflecting back to you your own lack of conviction and belief. 

I...

December 23, 2019

Are you considering bringing on a junior advisor or partnering with other advisors?

It’s a hot topic these days. I have been contacted at least 4 times in the last month by advisors wanting to learn more about how we have structured our practice.

I don’t think that there...

December 3, 2019

There is a dangerous trend taking root in the industry and it threatens the future of our practices.

When I see something that I know isn’t right once, I usually just chalk it up to a bad apple. When I see two or three instances, I start to recognize a trend. I recently...

December 2, 2019

In the modern world, redundancy gets a bad rap. The fear is that if you are redundant, you are expendable. It has become a euphemism for “about to be laid-off.”

As a business owner, as an Intentional Advisor, redundancy is the key to delivering on the promises we m...

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