Last week I was working with a client who is struggling with a huge decision. 

He is, by any estimation, an Ideal Client: he follows my advice, he is willing to do what it...

"We have a strong desire to belong to small groups defined by clear purpose and understanding." 

-Sebastian Junger,in his book Tribe. 

  
 
Our modern...

Something I hear pretty often from advisors is…   

 
"My clients won’t come in for three meetings a year, I can't even get them in for one!" ...

TIP 1 

CREATE THE SPACE 

Financial Advisors are a dime a dozen at networking events.  If you join BNI or the Chamber, it is going to be really...

November 16, 2017 

Because I love books that make me think about my life and my practice in different ways, I've decided to share those thoughts with you every month or so as I find...

If you aren't familiar with Tim Ferriss, I think he is one of the great business philosophers of our time.  And if you hang around The Intentional Advisor long, you will hear me quote...

Welcome back to The Intentional Advisor vlog! Today we're discussing cognitive dissonance - ever heard of it? Well, whether you have or not, it might be sabotaging your success! Let's talk...

Those of us endeavoring to separate ourselves from the “salesmen” in our industry, often call ourselves fee-based planners. Here is the problem: We are defining ourselves based...

In our last video, we discussed the importance of charging financial planning fees. This blog continues that discussion and gives you some actionable items to start creating your own...

Are you wondering if you should be charging a fee for your financial planning advice? You’re not alone. In this blog, we’ll take a look at that question and whether...