April 19, 2020

New research from Northwestern Mutual suggests that in the midst of this crisis, people know that their financial plans need work, but most do not plan on going to a financial advisor...

April 19, 2020

My recent video training about optimizing your Zoom presence, elicited some good feedback. That really got me thinking about the challenges we now face and how we choose to react...

April 10, 2020

The news cycle is moving so quickly...What can you say to your clients and potential clients that will be meaningful, timely and not just add to the noise?

April 6, 2020

When everything hit the fan a couple of weeks ago, I knew I needed to unplug from my phone and switch my focus for a while.  I turned, as I often do, to my bookshelf. 

I picked up one that had been on my list to read for awhile. Within a chapter I knew it was the W...

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The Intentional Advisor

1776 S. Jackson Street Suite 800

Denver, CO 80210

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