The Intentional Insider Blog

WHAT TICKS YOU OFF?

advisor profile implementation purpose Sep 23, 2019

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. He knows he needs to fi...

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 was all true. Emphasis on...

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...

DO LESS, BETTER-An epistle to myself

implementation mindset purpose Jul 29, 2019

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...

"MONITOR" IS NOT A CLIENT SERVICE MODEL

advice-based financial planning implementation value Jun 17, 2019

I remember back in 2008 when I was studying my CFP® exam, I was surprised by the fact that after the initial planning process, the rest of the client service model was encapsulated neatly in one wo...

YOU BELIEVE, BUT DO THEY?

advice-based financial planning implementation vision May 27, 2019

As financial advisors we have the ability to see the potential in just about everyone. Clients come to us with goals and dreams and we become the stewards of their vision.

We can see clearly...