Your Practice Built With

In this interactive presentation you will explore what it means to you to build your practice with purpose and on purpose.  You will be the opportunity to do a self-assessment to determine if you are delivering a high-value, client-centric, comprehensive financial planning EXPERIENCE to your clients. You will also get a glimpse behind the curtain at the five components that make up The Intentional Advisor EXPERIENCE. This presentation will leave you with a clearer understanding of the practice you want and the tools you will need to build it.  

The Discovery


Advisors struggle to connect with potential clients and differentiate themselves in the marketplace.  This presentation will explore the components of an emotionally engaging initial meeting that will enable you to build deeper relationships quickly and get hired in the first meeting.  You will get a preview of The Discovery EXPERIENCE initial meeting process and explore how it can revolutionize your practice. 

Branding for

The Intentional Advisor

Financial advisors tend to do a great job of building relationships with their clients, but don't tend to translate their personality into a meaningful brand.  This presentation will explore how advisors are getting it wrong in key areas and provide meaningful insight that can be applied today.  We will discuss common website pitfalls, how to translate your brand into a social media presence and ways you can reinforce your brand with your current clients.  If you want to stand out in the marketplace, you have to be willing to show your true self to your audience and we will show you how.  


Build your Practice,

Define Your Value

This interactive workshop explores the relationship between your client service model and the value you deliver.  We will walk you through the steps to build out your ideal client service model and project/evaluate your numbers: Capacity, Gross Revenue, Net-Profit, Profit/Hour and Estimated Practice Value.   You will walk away with a framework to develop your practice into a true business that will add value to your balance sheet.  You will also learn how to make sure that you deliver on the promise you make to your clients when they hire you.  



We sincerely believe in building a business with PURPOSE and aim to practice what we preach.   Our ultimate purpose is to reduce the amount of financial insecurity in the world. We believe that financial literacy is one of the keys to financial security. 

If you hire The Intentional Advisor to speak at in your 2018 event,

100% of the net proceeds will be donated to a financial literacy charity. 

Our national charity of choice is 

We are also happy to donate to the financial literacy charity of your choice.


Having been in the financial services industry for over 30 years, I have heard and hired hundreds of speakers for our firm. Lucila is one of the best player coaches we have had the pleasure of introducing to our advisors.

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Copyright 2018-2020 The Intentional Advisor

The Intentional Advisor

1776 S. Jackson Street Suite 800

Denver, CO 80210