The Intentional Insider Blog

THE ULTIMATE ACCOUNTABLITY HACK

implementation management process Mar 16, 2020

Accountability is such an elusive thing. We try and fail to hold ourselves accountable. We get accountability partners to try to make it work. We hire coaches to hold us accountable.

...

MASTERING THE REDUNDANCY MINDSET

management mindset process Dec 09, 2019

In the modern world, redundancy gets a bad rap. The fear is that if you are redundant, you are expendable. It has become a euphemism for “about to be laid-off.”...

SO YOU THINK YOU ARE A THOUGHT LEADER?

advisor profile process purpose Nov 25, 2019

I keep having different iterations of a similar conversation with advisors. It goes something like this…

My Broker Dealer is really holding me back. I...

YOU HAVE A DUTY TO SURVIVE

advice-based financial planning philosophy process Nov 18, 2019

"You are making promises. You have a duty to survive." -Tom S.

I am not sure I have ever heard it said so succinctly. You make clients promises every time they...

5 THINGS ADVICE-BASED ADVISORS CAN LEARN FROM THE HMO MODEL

advice-based financial planning implementation process Aug 05, 2019

I was at the doctor’s office this week. I am fortunate to be very healthy, so I am seldom there. As I went through the process of a thorough check-up, I thought about how...

THEN SHE LET GO

advice-based financial planning mindset process Jun 03, 2019

AND THEN SHE LET GO… One advisor’s journey to ten fee-paying clients in three months!

I do believe that makes ten. Ten fee paying clients in three months,...

I'LL TAKE A SOLID PROCESS OVER HEROIC ACTION ANY DAY!

implementation process Apr 01, 2019

Have you ever had someone come to you after the $hit hit the fan and regale you with a tale of their heroic action to fix the problem?

It goes something like this:

-The...

PLAN IN THE MACRO BUT WORK IN THE MICRO

implementation management process Mar 18, 2019

Do you have a grand vision for the practice you would like to create, but get overwhelmed when you think about how you are going to get there?

This is a challenge for many...

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...