The Intentional Insider Blog

UNDER CONSTRUCTION: EMBRACING CHANGE IN LIFE AND BUSINESS

implementation mindset purpose Jul 03, 2017

Do you dream of that moment in life when you "have it all done"? All the bills are paid, the house is in perfect condition, your business is running seamlessly, and your personal life is in order? ...

CREATING SPACE FOR NEW BUSINESS

client attraction implementation process Jun 05, 2017

In this edition of The Intentional Advisor blog, I wanted to address how to effectively and efficiently take on new business. Let's take a look at the steps necessary to grow your practice in a way...

THE BENEFITS OF BEING A MASS AFFLUENT ADVISOR

advisor profile client attraction perspective May 22, 2017

There is a myth in our industry that smart, ambitious advisors have to work with High Net Worth clients or they can’t consider themselves successful. I take exception to that idea! Here's why:

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HOW TO CHARGE FEES IN 8 EASY STEPS

advice-based financial planning client attraction purpose Apr 17, 2017

In our last video, we discussed the importance of charging financial planning fees. This blog continues that discussion and gives you some actionable items to start creating your own EXPERIENCE.

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WHY YOUR CLIENTS CAN'T AFFORD YOUR FREE ADVICE

advice-based financial planning mindset perspective Apr 03, 2017

Are you wondering if you should be charging a fee for your financial planning advice? You’re not alone. In this blog, we’ll take a look at that question and whether you’re a financial planner…or a ...