November 16, 2017 

Because I love books that make me think about my life and my practice in different ways, I've decided to share those thoughts with you every month or so as I find...

If you aren't familiar with Tim Ferriss, I think he is one of the great business philosophers of our time.  And if you hang around The Intentional Advisor long, you will hear me quote...

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...

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! 

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...

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...

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...

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...

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...

There is a myth in our industry that smart, ambitious advisors have to work with High Net Worth clients or they can’t consider themselves successful. I take...