WHAT TICKS YOU OFF?
I was trading emails with a long-time advisor friend of mine about purpose, specifically his purpose. He, like many advisors, is feeling a little unsatisfied in his work. ...
AM I A HYPOCRITE?
I have been told by many advisors that they were attracted to #TheIntentionalAdvisor initially because of the work/life balance I described in my presentations.
It...
5 THINGS ADVICE-BASED ADVISORS CAN LEARN FROM THE HMO MODEL
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...
DO LESS, BETTER-An epistle to myself
We hear it from our friends, clients and ourselves…we are so busy. So, so busy.
It is a chronic problem in the US. I feel like we are all running around surviving...
"MONITOR" IS NOT A CLIENT SERVICE MODEL
I remember back in 2008 when I was studying my CFP® exam, I was surprised by the fact that after the initial planning process, the rest of the client service model was encapsulated...
YOU BELIEVE, BUT DO THEY?
As financial advisors we have the ability to see the potential in just about everyone. Clients come to us with goals and dreams and we become the stewards of their vision....
I AM WILLING TO FAIL
Sometimes someone will tell me that they want to be like me when they grow up.
That is a very humbling thing to hear.
I have to fight the urge to deflect the...
I'LL TAKE A SOLID PROCESS OVER HEROIC ACTION ANY DAY!
PLAN IN THE MACRO BUT WORK IN THE MICRO
TAKING YOUR NEXT STEP
I just had the cutest conversation ever about the TIA Purpose Planner!
I was at hosting a networking group and two of the women were off in the corner deep in...
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