SUCCESSFUL PEOPLE GO WHERE IT HURTS

advisor profile purpose Sep 30, 2019

 

I was in my workout class this morning asking myself, “Why do I do this?” 

 

I have a few chronic injuries from my days in the Army that flare up from time to...

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WHAT TICKS YOU OFF?

 

I was trading emails with a long-time advisor friend of mine about purpose, specifically his purpose.   He, like many advisors, is feeling a little unsatisfied in his work. ...

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AM I A HYPOCRITE?

implementation purpose Sep 16, 2019

 

I have been told by many advisors that they were attracted to #TheIntentionalAdvisor initially because of the work/life balance I described in my presentations.  

 

It...

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HOT. CROSS. BUNS.

 

My husband sent me this post from Instagram.  Of course I laughed and then I thought to myself, how sad is this? 

 

It is totally true! 

 

School teaches...

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DO LESS, BETTER-An epistle to myself

 

We hear it from our friends, clients and ourselves…we are so busy.  So, so busy. 

 

It is a chronic problem in the US. I feel like we are all running around surviving...

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WHAT CAN I DO?

perspective purpose Jul 09, 2019

 

As I sit here in frustration and sadness at the state of the world, I come back to the only thing I know how to do…try to make a positive impact in my tiny corner of the world, in my...

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COMBATING FINANCIAL EXTREMISM IN FINANCIAL PLANNING

 

Often times the loudest voice and the most charismatic character in the room wins the day.  But that doesn’t mean they are right… 

 

I am going to assume...

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GENEROSITY AS A BUSINESS MODEL

community mindset purpose Feb 25, 2019
 
Do you ever come across a brand that is so generous that you can't help but buy from them?
 
 
I can think of several brands that fall into that category, but one stands out: ...
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KNOW WHERE YOU STAND BEFORE YOU BRAND

advisor profile purpose Nov 12, 2018

 

 

Branding is one of the keys to developing a client experience. The experience you deliver begins with your website and social media pages. It continues into your office space and...

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YOU CAN'T OUTSOURCE VISION

purpose service vision Aug 27, 2018

 

I have written about this before, but it came up as an important talk at a recent event in Florida.  
 

An advisor attending the event recognized the need for a full client...

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