FORGIVE YOURSELF FOR THINGS YET TO BE DONE

advisor profile process Feb 18, 2019
 
With the dawn of the new year, I have had the opportunity to circle back and talk with advisors who I coached one-on-one. I have heard this sentiment several times now:
 
 
I am...
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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...

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EMBRACE THE MYSTERIOUS PROCESS OF MASTERY

implementation process Nov 26, 2018

 

Mastery is “the mysterious process during which what is at first difficult becomes progressively easier and more pleasurable through practice.” 

  

-George Leonard...

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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...

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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...

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4 TIPS TO GO FROM WHITE-LABEL TO CUSTOM CONTENT WITH EASE!

 

I was talking with an advisor in our community and she was telling me about an exciting opportunity she has to write for a nationwide newsletter for PGA Pros. 

  

...

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ARE YOU LETTING THE UNIVERSE CONSPIRE ON YOUR BEHALF?

process purpose vision May 28, 2018

 

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...

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PLANNING WEEK: HOW ONE WEEK CAN CHANGE YOUR PRACTICE

management process purpose Apr 30, 2018

 

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...

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ARE YOU GETTING KICKED IN THE PANTS BY C.D.?

 

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...

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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! 

  

...
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