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Copyright 2018 The Intentional Advisor

The Intentional Advisor

1776 S. Jackson Street Suite 800

Denver, CO 80210

Connect@TheIntentionalAdvisor.com

DO LESS, BETTER

July 17, 2019

 

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 what we are doing with one foot in what we are about to be doing.  We aren’t present.

 

The thing is, I used to be pretty good about this in my own life and business.

 

Back when I only ran my practice, I knew what moved the dial, I knew what mattered and I was ruthless about doing less, but doing it better.

 

Now, I find myself running two businesses and on the consulting side, I don’t yet “have it all figured out.”

 

So, I am doing what most advisors are doing, throwing spaghetti at the wall and seeing what sticks.  I am doing a little of this and some of that.  I am running in too many directions.

 

I am doing too much and I am not doing it well.

 

 

I need to what I did in my practice: what I tell advisors to do; I need to do less and do it better!

 

  • Just like you, I need to hone in on exactly who I serve and what I bring to the table that no other consultant or coach can.

  • I need to refine my client service model so that it is crystal clear how I work with clients and what value I deliver.

  • Most of all, I need to identify what marketing efforts move the dial.  What is worth investing my time in and what should I leave behind?

These are the same things you have to do in your practice to build a machine that consistently delivers a high-value, client-centric experience. 

 

Whether in a consulting business or a financial planning practice, there are unending things that we could do, we need to answer for ourselves what am I here on earth to do!?

 

And when we figure that out, we have to commit to doing just that and doing it better than anyone else!

 

I want to challenge myself and you to look ruthlessly at our businesses and commit to doing less, but doing it better!

 

 

With Purpose,

-Lucila

 

PS If you want to join me on this journey, considering becoming part of the the TIA Mastermind Group on Facebook!

 

In this Advisor-only, free group, we are all working together to become Intentional Advisors and revolutionize our little corner of the industry!

 

https://www.facebook.com/groups/TIAMastermindGroup/

 

#TheIntentionalAdvisor  #DoLessBETTER   #BizwithPURPOSE

 

 

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