The Intentional Insider Blog

THE 95/5 STORY IS A LIE, IT'S TIME TO STOP TELLING IT!

advice-based financial planning client attraction philosophy Apr 22, 2019

Friends, we need to have a talk about the importance of honesty. I was sitting in a recent conference and listening to a presenter teach the ole 95/5 conversation to ask for...

RELEASE THE RESISTANCE

mindset perspective Apr 15, 2019

I just returned from an amazing trip to NYC. It was full of flow and serendipity. Everything worked out beautifully, despite the odds being stacked against it.

...

I'LL TAKE A SOLID PROCESS OVER HEROIC ACTION ANY DAY!

implementation process Apr 01, 2019

Have you ever had someone come to you after the $hit hit the fan and regale you with a tale of their heroic action to fix the problem?

It goes something like this:

-The...

PLAN IN THE MACRO BUT WORK IN THE MICRO

implementation management process Mar 18, 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...

THE KEY TO DECISION MAKING

advisor profile client attraction mindset Mar 11, 2019

“The key to good decision making is not knowledge. It is understanding.”

-Malcolm Gladwell

When I read this in Malcolm’s book Blink, it struck me...

IT COULD BE WORSE

mindset perspective Mar 04, 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,...

GENEROSITY AS A BUSINESS MODEL

community mindset purpose Feb 25, 2019

Do you ever come across a brand that is so generous that you can't help but buy from them?

I can think of several brands that fall into that category, but one stands out: ...

FORGIVE YOURSELF FOR THINGS YET TO BE DONE

advisor profile process Feb 18, 2019

With the dawn of the new year, I have had the opportunity to circle back and talk with advisors who I coached one-on-one. I have heard this sentiment several times now:

I am...