The Intentional Insider Blog

YOU BELIEVE, BUT DO THEY?

advice-based financial planning implementation vision May 27, 2019

As financial advisors we have the ability to see the potential in just about everyone. Clients come to us with goals and dreams and we become the stewards of their vision.

We can see clearly...

WHO WILL YOU BECOME?

advisor profile mindset perspective May 20, 2019

The question is not who ARE you? It is who will you BECOME?

Being a business owner is so much more complicated than being an employee. It tests you as a human being in a way that punching t...

THOUGHTS ON THE MILLENNIAL MODEL

advice-based financial planning goals value May 06, 2019

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

Supposedly Millennials want…

-Tech

-Instant access

-Low-cost ev...

I AM WILLING TO FAIL

implementation mindset vision Apr 29, 2019

Sometimes someone will tell me that they want to be like me when they grow up.

That is a very humbling thing to hear.

I have to fight the urge to deflect the compliment and say…”Oh, no,...

THE 95/5 STORY IS A LIE, IT'S TIME TO STOP TELLING IT!

advice-based financial planning client attraction philosophy Apr 22, 2019

Friends, we need to have a talk about the importance of honesty. I was sitting in a recent conference and listening to a presenter teach the ole 95/5 conversation to ask for referrals.

It g...

RELEASE THE RESISTANCE

mindset perspective Apr 15, 2019

I just returned from an amazing trip to NYC. It was full of flow and serendipity. Everything worked out beautifully, despite the odds being stacked against it.

Let me tell you everything t...