PLAN IN THE MACRO BUT WORK IN THE MICRO
TAKING YOUR NEXT STEP
I just had the cutest conversation ever about the TIA Purpose Planner!
I was at hosting a networking group and two of the women were off in the corner deep in...
EMBRACE THE MYSTERIOUS PROCESS OF MASTERY
Mastery is “the mysterious process during which what is at first difficult becomes progressively easier and more pleasurable through practice.”
-George Leonard...
DO YOU HAVE A SELF-HEALING PROCESS?
Let’s start with what a self-healing process is. Since I made it up, I get to define it, yay!
A self-healing process is one that finds and fills its own gaps over...
FIND FREEDOM IN THE WORK
“What am I doing?”
“Why do I even bother?”
“It’s not working!”
Do things like this ever cross your mind? Or more likely...
THE EMPEROR HAS NO CLOTHES!
Do I ALWAYS have to be the one to tell the Emperor that he is naked!?
Can’t someone else do it for once!? Pretty please!?
Nope?
OK,...
BATCHING HAS NOTHING TO DO WITH BAKING COOKIES
Have you ever heard of "batching?" No, it has nothing to do with cookies - those of you that know me well, know that I have no business giving any sort of cooking advice!
...
THE TRUTH ABOUT ADVICE-BASED PLANNING
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...
WHAT'S YOUR NEXT STEP?
Let's talk about simple things we can do that will completely change our productivity as advisors because our to-do lists really won't ever go away. We have clients and meetings and...
INBOX ZERO: ARE YOU BEING PROACTIVE OR REACTIVE?
Here's a fun little fact about me: I LOVE it when my email inbox is empty. In fact, I even send screen shots of my inbox to my friends who immediately tell me to get a life. But let's talk...
Recent Posts
Become an Intentional Insider!
Subscribe to get our latest content by email.