The Intentional Insider Blog

MASTERING THE REDUNDANCY MINDSET

management mindset process Dec 09, 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 In...

SO YOU THINK YOU ARE A THOUGHT LEADER?

advisor profile process purpose Nov 25, 2019

I keep having different iterations of a similar conversation with advisors. It goes something like this…

My Broker Dealer is really holding me back. I think I am going to:

-Stop using their...

YOU HAVE A DUTY TO SURVIVE

advice-based financial planning philosophy process Nov 18, 2019

"You are making promises. You have a duty to survive." -Tom S.

I am not sure I have ever heard it said so succinctly. You make clients promises every time they hire you. You have a respon...

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

advice-based financial planning implementation process Aug 05, 2019

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 many things we could lea...

THEN SHE LET GO

advice-based financial planning mindset process Jun 03, 2019

AND THEN SHE LET GO… One advisor’s journey to ten fee-paying clients in three months!

I do believe that makes ten. Ten fee paying clients in three months, with ease and flow.

Those are...

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 client called and...

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 advisors who know ...

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 disappointed tha...