The Intentional Insider Blog

PROFESSIONALS DON'T "CLOSE"

advisor profile client attraction mindset Aug 19, 2019

When I hear someone talking about wanting to help me “close”, “overcome objections” or “disturb”, I know they are not MY people.

Salesmen do those things, but professionals don’t.

You m...

COMBATING FINANCIAL EXTREMISM IN FINANCIAL PLANNING

advisor profile client attraction purpose Jul 01, 2019

Often times the loudest voice and the most charismatic character in the room wins the day. But that doesn’t mean they are right…

I am going to assume that you have encountered Dave Ramsey de...

IT'S BEEN DONE BEFORE, BUT NOT BY YOU!

advisor profile client attraction service Jun 24, 2019

The world doesn’t need just another financial advisor selling insurance and investments, it needs advisors on a mission to use financial planning as a tool to help change people’s lives!

I d...

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...

THE KEY TO DECISION MAKING

advisor profile client attraction mindset Mar 11, 2019

“The key to good decision making is not knowledge. It is understanding.”

-Malcolm Gladwell

When I read this in Malcolm’s book Blink, it struck me as a description of the role we play in ou...

FORGIVE YOURSELF FOR THINGS YET TO BE DONE

advisor profile process Feb 18, 2019

With the dawn of the new year, I have had the opportunity to circle back and talk with advisors who I coached one-on-one. I have heard this sentiment several times now:

I am disappointed tha...

MONEY IS JUST THE EVIDENCE OF YOUR IMPACT!

advisor profile mindset service Jan 28, 2019

Money. Money! Money?

Is there a topic more fraught with emotion than money!?

I want to talk about it not as an advisor talking with clients, but as an advisor talking to oneself.

...

A BUSINESS CASE FOR MORE HUMANITY

advisor profile mindset perspective Jan 21, 2019

Over the holiday, I have been reading Blink by Malcolm Gladwell. I am a big Gladwell fan! If you haven't already, pick up any of his books. He tells stories in a way that are both entertainin...

KNOW WHERE YOU STAND BEFORE YOU BRAND

advisor profile purpose Nov 12, 2018

Branding is one of the keys to developing a client experience. The experience you deliver begins with your website and social media pages. It continues into your office space and your email comm...

4 TIPS TO GO FROM WHITE-LABEL TO CUSTOM CONTENT WITH EASE!

advisor profile perspective process Oct 08, 2018

I was talking with an advisor in our community and she was telling me about an exciting opportunity she has to write for a nationwide newsletter for PGA Pros.

She asked me if I knew of a good...

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PROFESSIONALS DON'T "CLOSE"

COMBATING FINANCIAL EXTREMISM IN FINANCIAL PLANNING

IT'S BEEN DONE BEFORE, BUT NOT BY YOU!

WHO WILL YOU BECOME?

THE KEY TO DECISION MAKING

FORGIVE YOURSELF FOR THINGS YET TO BE DONE

MONEY IS JUST THE EVIDENCE OF YOUR IMPACT!

A BUSINESS CASE FOR MORE HUMANITY

KNOW WHERE YOU STAND BEFORE YOU BRAND

4 TIPS TO GO FROM WHITE-LABEL TO CUSTOM CONTENT WITH EASE!

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