The Intentional Insider Blog

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...

ARE YOU GIVING YOUR CLIENTS SOMETHING TO BELONG TO?

advice-based financial planning client attraction community Jul 30, 2018

"We have a strong desire to belong to small groups defined by clear purpose and understanding."

-Sebastian Junger,in his book Tribe.

Our modern society leaves a void of disconnectedness ...

3 TIPS TO NETWORKING LIKE AN INTENTIONAL ADVISOR

advice-based financial planning client attraction Feb 05, 2018

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...

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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