The Intentional Insider Blog

THE EMPEROR HAS NO CLOTHES!

advisor profile implementation Sep 17, 2018

Do I ALWAYS have to be the one to tell the Emperor that he is naked!?

Can’t someone else do it for once!? Pretty please!?

Nope?

OK, well here we go…

Let’s talk a little about...

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:

...

YOU CAN BUILD IT RIGHT THE FIRST TIME!

advice-based financial planning advisor profile client attraction Feb 20, 2017

If you talk with almost any successful financial advisor, you will hear a story of starting over, potentially multiple times.

I think my story is pretty classic in many ways.

I s...