ARE YOU LETTING THE UNIVERSE CONSPIRE ON YOUR BEHALF?
I believe this in my soul. I have countless examples of things that I didn't know HOW I was going to accomplish, coming together in unfathomable ways.
I decided...
PLANNING WEEK: HOW ONE WEEK CAN CHANGE YOUR PRACTICE
Spring usually means renewal and growth - and for my financial planning practice, that is certainly the case.
This spring, we carved out time for our Planning Week, something we...
WHAT'S YOUR BIGGEST FEAR? HERE'S MINE
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...
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...
UNDER CONSTRUCTION: EMBRACING CHANGE IN LIFE AND BUSINESS
Do you dream of that moment in life when you "have it all done"? All the bills are paid, the house is in perfect condition, your business is running seamlessly, and your personal life is in...
HOW TO CHARGE FEES IN 8 EASY STEPS
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...
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