WHAT ARE YOU WORTH?
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Have you had anyone ask you lately about your fees, and either directly or indirectly, ask you if you are "worth it"?  Â
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I have been hearing from advisors that clients are starting to ask more...
WHAT'S IN IT FOR THEM?
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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 no one thought i...
"MONITOR" IS NOT A CLIENT SERVICE MODEL
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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 neatly in one wo...
THOUGHTS ON THE MILLENNIAL MODEL
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The industry is struggling with a conundrum…what to do with the Millennials? And we want to make it really complicated.Â
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Supposedly Millennials want…Â
-TechÂ
-Instant accessÂ
-Low-cost ev...
VALUE AS A DECISION-MAKING TOOL
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Last week I was working with a client who is struggling with a huge decision.Â
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He is, by any estimation, an Ideal Client: he follows my advice, he is willing to do what it takes to accomplish ...
WHY ARE YOUR CLIENTS HIDING?
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Something I hear pretty often from advisors is…  Â
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"My clients won’t come in for three meetings a year, I can't even get them in for one!"  Â
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Or the more optimistic sentiment of…Â
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"Our cl...
ARE YOU GETTING KICKED IN THE PANTS BY C.D.?
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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 about on...
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