Mastery is “the mysterious process during which what is at first difficult becomes progressively easier and more pleasurable through practice.” 

-George Leonard 

We are often slow to chan...

Let’s start with what a self-healing process is. Since I made it up, I get to define it, yay! 

A self-healing process is one that finds and fills its own gaps over time. Nothing has to be trac...

“What am I doing?” 
“Why do I even bother?” 
“It’s not working!” 

Do things like this ever cross your mind? Or more likely enter your mind and take up residence? 

These unwelcome squatters ...

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...

Have you ever heard of "batching?" No, it has nothing to do with cookies - those of you that know me well, know that I have no business giving any sort of cooking advice! 

Batching is a time m...

Those of us endeavoring to separate ourselves from the “salesmen” in our industry, often call ourselves fee-based planners. Here is the problem: We are defining ourselves based on our fee and not o...

Let's talk about simple things we can do that will completely change our productivity as advisors because our to-do lists really won't ever go away.  We have clients and meetings and that is just t...

Here's a fun little fact about me: I LOVE it when my email inbox is empty. In fact, I even send screen shots of my inbox to my friends who immediately tell me to get a life. But let's talk about WH...

Do you dream of that moment in life when you "have it all done"? All the bills are paid, the house is in perfect condition, your business is running seamlessly, and your personal life is in order? ...

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...