I believe this in my soul. I have countless examples of things that I didn't know HOW I was going to accomplish, coming together in unfathomable ways. 

I decided that I wanted to donate $20...

Spring usually means renewal and growth - and for my financial planning practice, that is certainly the case.  

This spring, we carved out time for our Planning Week, something we have determi...

TIP 1 

CREATE THE SPACE 

Financial Advisors are a dime a dozen at networking events.  If you join BNI or the Chamber, it is going to be really hard for you to stand out. So, rather than j...

November 16, 2017 

Because I love books that make me think about my life and my practice in different ways, I've decided to share those thoughts with you every month or so as I find things that mi...

If you aren't familiar with Tim Ferriss, I think he is one of the great business philosophers of our time.  And if you hang around The Intentional Advisor long, you will hear me quote him a lot. I'...

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 about on...

Have you ever heard of "batching?" No, it has nothing to do with cookies - those of you that know me well, know that I have no business giving any sort of cooking advice! 

Batching is a time m...

Those of us endeavoring to separate ourselves from the “salesmen” in our industry, often call ourselves fee-based planners. Here is the problem: We are defining ourselves based on our fee and not o...

Let's talk about simple things we can do that will completely change our productivity as advisors because our to-do lists really won't ever go away.  We have clients and meetings and that is just t...

Here's a fun little fact about me: I LOVE it when my email inbox is empty. In fact, I even send screen shots of my inbox to my friends who immediately tell me to get a life. But let's talk about WH...