The Intentional Insider Blog

TO WHAT END?

goals philosophy purpose Mar 12, 2021

As a coach to other financial advisors, I have the opportunity to talk about their financial goals and retirement plans. What I find is that most of us lack the basic clarity of purpose that we wo...

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 hire you. You have a respon...

THE 95/5 STORY IS A LIE, IT'S TIME TO STOP TELLING IT!

advice-based financial planning client attraction philosophy Apr 22, 2019

Friends, we need to have a talk about the importance of honesty. I was sitting in a recent conference and listening to a presenter teach the ole 95/5 conversation to ask for referrals.

It g...

TO WHAT END?

YOU HAVE A DUTY TO SURVIVE

THE 95/5 STORY IS A LIE, IT'S TIME TO STOP TELLING IT!

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