WHAT ARE YOU WORTH?
Have you had anyone ask you lately about your fees, and either directly or indirectly, ask you if you are "worth it"?
I have been hearing from advisors that...
WHAT'S IN IT FOR THEM?
We are a couple of months into something no one realistically thought could happen. No one thought that a virus would spread rampantly through the country, through the world. And...
"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...
THOUGHTS ON THE MILLENNIAL MODEL
The industry is struggling with a conundrum…what to do with the Millennials? And we want to make it really complicated.
Supposedly Millennials...
VALUE AS A DECISION-MAKING TOOL
Last week I was working with a client who is struggling with a huge decision.
He is, by any estimation, an Ideal Client: he follows my advice, he is willing to do what it...
WHY ARE YOUR CLIENTS HIDING?
Something I hear pretty often from advisors is…
"My clients won’t come in for three meetings a year, I can't even get them in for one!" ...
ARE YOU GETTING KICKED IN THE PANTS BY C.D.?
Welcome back to The Intentional Advisor vlog! Today we're discussing cognitive dissonance - ever heard of it? Well, whether you have or not, it might be sabotaging your success! Let's talk...
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