A CLIENT-CENTRIC APPROACH TO PURPOSE

 

There are three types of advisors when it comes to the conversation about building a purpose-driven practice. 

 

-Those that get it. 

-Those who don’t care. 

-And...

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A CLIENT EXPERIENCE IS YOUR PRIMARY DELIVERABLE

client attraction purpose Oct 21, 2019

 

I took a vacation, a REAL vacation, to the South of France.  Every year I travel with two other women and this was our ninth trip together.  

 

As we were wandering the...

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SUCCESSFUL PEOPLE GO WHERE IT HURTS

advisor profile purpose Sep 30, 2019

 

I was in my workout class this morning asking myself, “Why do I do this?” 

 

I have a few chronic injuries from my days in the Army that flare up from time to...

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WHAT TICKS YOU OFF?

 

I was trading emails with a long-time advisor friend of mine about purpose, specifically his purpose.   He, like many advisors, is feeling a little unsatisfied in his work. ...

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AM I A HYPOCRITE?

implementation purpose Sep 16, 2019

 

I have been told by many advisors that they were attracted to #TheIntentionalAdvisor initially because of the work/life balance I described in my presentations.  

 

It...

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PROFESSIONALS DON'T "CLOSE"

 

When I hear someone talking about wanting to help me “close”, “overcome objections” or “disturb”, I know they are not MY people. 

  

...

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HOT. CROSS. BUNS.

 

My husband sent me this post from Instagram.  Of course I laughed and then I thought to myself, how sad is this? 

 

It is totally true! 

 

School teaches...

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5 THINGS ADVICE-BASED ADVISORS CAN LEARN FROM THE HMO MODEL

 

I was at the doctor’s office this week.  I am fortunate to be very healthy, so I am seldom there.  As I went through the process of a thorough check-up, I thought about how...

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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...

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ARE YOU DREAMING SOMEONE ELSE'S DREAM?

service vision Jul 22, 2019

 

-Are you dreaming someone else’s dream? 

-Are you dreaming a dream that already was? 

-Or are you dreaming your own, unique dream? 

 

When I start working with an...

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