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Copyright 2018 The Intentional Advisor

The Intentional Advisor

1776 S. Jackson Street Suite 800

Denver, CO 80210

Connect@TheIntentionalAdvisor.com

THE INTENTIONAL ADVISOR

CONSULTING

We are committed to sharing our message with financial advisors at all stages of their practice. 

For those starting out or on a tighter budget, our courses can be a perfect fit. 

For those who want more personalized and customized experience,

our consulting packages are the way to go.  

The

Engage

CONSULTING PACKAGE

The Engage Consulting Package is designed to give you everything you need to build a high-value, client-centric, comprehensive financial planning EXPERIENCE.   The focus here is empowering you to build your own high-value client service model based on The Intentional Advisor's framework.   We share with you our process along with the WHY behind it all and give you the tools to create your own customized version. 

You receive: 

  • The Intentional Advisor EXPERIENCE manual outlining our entire process 

  • 5 workbooks to guide you through the process of building your own client service model 

  • 4-1.5hr consulting sessions to explain the material and give you feedback on your progress 

  • 3 months of unlimited email access for questions and feedback 

  • Other items are available on an ala cart basis such as: The Discovery EXPERIENCE, Financial Life Organizer, Staff Presentations.  

$5402

The

Engage

GROUP TRAINING PACKAGE

The Engage Group Training Package is designed for small groups that all want to embrace The Intentional Advisor EXPERIENCE together.  This is ideal for a multi-advisor practice or even a study-group.  We love working in the small group format as it provides long-term peer accountability. 

 

This package provides all of the same components of the Engage Consulting Package.  The only difference is the pricing.  It is priced per advisor at $2058 per advisor with a minimum of 3 advisors and a maximum of 8.  This can be a great option for an advisor who wants more accountability and feedback than the online course structure can provide, but needs a lower price point than the Engage Consulting Package.  

You receive: 

  • The Intentional Advisor EXPERIENCE manual outlining our entire process 

  • 5 workbooks to guide you through the process of building your own client service model 

  • 4-1.5hr consulting sessions to explain the material and give you feedback on your progress 

  • 3 months of unlimited email access for questions and feedback 

  • Other items are available on an ala cart basis such as: The Discovery EXPERIENCE, Financial Life Organizer, Staff Presentations. 

$6174 +

The

Partner

CUSTOMIZED CONSULTING PACKAGE

The Partner Customized Consulting Package is for the advisor who wants the whole process delivered on a silver platter.  If time is truly worth more to you than money, then this package is for you! 

 

You will get access to everything that The Intentional Advisor has to offer in one package.  The Partner Customized Consulting Package will provide you with a custom branded process built for you that will be ready for use in your practice right away.  

 

You receive: 

  • Everything included in the Engage Consulting Package  

  • Up to 4 additional 1.5 hr. consulting sessions  

  • A customized manual with branded email templates 

  • 4 months unlimited email access for questions and feedback 

  • A customized staff training presentation 

  • Access to all courses and live events available during the engagement 

  • Custom branded Discovery EXPERIENCE Worksheet and values cards 

  • The Financial Life Organizer Process  

$13,120