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 takes to accomplish ...

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

-Sebastian Junger,in his book Tribe. 

  
 
Our modern society leaves a void of disconnectedness ...

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!"   

Or the more optimistic sentiment of… 

  
"Our cl...

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 hard for you to stand out. So, rather than j...

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 things that mi...

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 him a lot. I'...

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 about on...

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 on our fee and not o...

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 EXPERIENCE. 

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 you’re a financial planner…or a ...