DO LESS, BETTER-An epistle to myself


We hear it from our friends, clients and ourselves…we are so busy.  So, so busy. 


It is a chronic problem in the US. I feel like we are all running around surviving what we are doing with one foot in what we are about to be doing.  We aren’t present.  


The thing is, I used to be pretty good about this in my own life and business.  


Back when I only ran my practice, I knew what moved the dial, I knew what mattered and I was ruthless about doing less, but doing it better.  


Now, I find myself running two businesses and on the consulting side, I don’t yet “have it all figured out.”  


So, I am doing what most advisors are doing, throwing spaghetti at the wall and seeing what sticks.  I am doing a little of this and some of that.  I am running in too many directions. 


I am doing too much and I am not doing it well.  


I need to do what I did in my practice, what I tell advisors to do, I need to do less and do it better! 


-Just like you, I need to hone in on exactly who I serve and what I bring to the table that no other consultant or coach can.  


-I need to refine my client service model so that it is crystal clear how I work with clients and what value I deliver.  


-Most of all, I need to identify what marketing efforts move the dial.  What is worth investing my time in and what should I leave behind? 


These are the same things you have to do in your practice to build a machine that consistently delivers a high-value, client-centric experience.   


Whether in a consulting business or a financial planning practice, there are unending things that we could do, we need to answer for ourselves what am I here on earth to do!? 


And when we figure that out, we have to commit to doing just that and doing it better than anyone else! 


I want to challenge myself and you to look ruthlessly at our businesses and commit to doing less, but doing it better! 


With Purpose,




PS If you want to join me on this journey, considering becoming part of the the TIA Mastermind Group on Facebook! 


In this Advisor-only free group, we are all working together to become Intentional Advisors and revolutionize our little corner of the industry! 





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