WHAT ARE YOU WORTH?

 

Have you had anyone ask you lately about your fees, and either directly or indirectly, ask you if you are "worth it"?   

  

I have been hearing from advisors that...

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WHAT'S IN IT FOR THEM?

 

We are a couple of months into something no one realistically thought could happen.  No one thought that a virus would spread rampantly through the country, through the world.  And...

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"MONITOR" IS NOT A CLIENT SERVICE MODEL

 

I remember back in 2008 when I was studying my CFP® exam, I was surprised by the fact that after the initial planning process, the rest of the client service model was encapsulated...

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THOUGHTS ON THE MILLENNIAL MODEL

 

The industry is struggling with a conundrum…what to do with the Millennials?  And we want to make it really complicated. 

   

Supposedly Millennials...

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VALUE AS A DECISION-MAKING TOOL

 

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...

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WHY ARE YOUR CLIENTS HIDING?

 

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!" ...

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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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