The Intentional Advisor

We all have financial mistakes or career setbacks. But those experiences are what make us better advisors. Our broken parts become our most valuable assets. Your clients don’t need a perfect expert—they need someone who understands their fears, hopes, and goals. Share how you’ve navigated tough decisions, and you’ll deepen your connection with them. More on the #IntentionalInsiderBlog > > https://buff.ly/3sSC5Wq #TheIntentionalAdvisor #IntentionalInsiderBlog #AdviceBasedPlanning #PurposeDrivenPractice #WomenFinancialAdvisors #FinancialAdvisors #LetThemIn #TrustAndEmpathy #AdvisorConnections #PurposeOverPerfection

One advisor I spoke to said her superpower is sharing her financial journey with clients. In sharing her life experiences, her clients responded by saying, “She’s just like me!” Sharing your personal wins and struggles builds trust—and trust turns into loyalty. What’s one lesson from your life that your clients could learn from today? We visit this on the #IntentionalInsiderBlog > > https://buff.ly/3sSC5Wq #TheIntentionalAdvisor #IntentionalInsiderBlog #AdviceBasedPlanning #PurposeDrivenPractice #WomenFinancialAdvisors #FinancialAdvisor Wisdom #BuildTrust #RelatableAdvisors #AuthenticConnections

Numbers are for software. People? They need guidance with empathy. Your clients aren’t looking for perfection—they want a financial advisor who understands their challenges because you’ve faced similar ones yourself. Sharing how you navigated setbacks and successes makes you more approachable and trusted. If clients want a robot, they can literally get one through an AI-driven app, and they can pay a lot less for it! Let’s redefine “professionalism” to include humanity. More on the #IntentionalInsiderBlog > > https://buff.ly/3sSC5Wq #TheIntentionalAdvisor #IntentionalInsiderBlog #AdviceBasedPlanning #PurposeDrivenPractice #WomenFinancialAdvisors #FinancialAdvisors #RealConnections #AuthenticityInAdvising #HumanAdvisor #FinancialPlanning

Are you familiar with Kintsugi? It’s when broken Japanese pottery has been repaired with gold. .It becomes more valuable and beautiful than before. Your life experiences, like your challenges with budgeting, investing, or career choices, are your gold. Sharing them authentically can help clients relate to you and see you as more than just an advisor—they’ll see you as their trusted partner. How do you use your personal experiences to build trust? This week, we visit this on the #IntentionalInsiderBlog > >https://buff.ly/3sSC5Wq #TheIntentionalAdvisor #IntentionalInsiderBlog #AdviceBasedPlanning #PurposeDrivenPractice #FinancialAdvisors #GoldenConnections #KintsugiLife #AdvisorLeadership #RelatableAdvisors

Your power as a financial advisor doesn’t come from control; it comes from connection. Were you taught to keep things strictly professional? To show up as an expert, not as a person? It’s time to challenge that mindset, especially as we head into the new year. Your life experiences—whether financial struggles, family milestones, or career pivots—can help your clients see you as relatable and trustworthy. Share your story, build their trust, and watch your relationships flourish. For more, head over to the #IntentionalInsiderBlog > > https://buff.ly/3sSC5Wq #TheIntentionalAdvisor #IntentionalInsiderBlog #AdviceBasedPlanning #PurposeDrivenPractice #PurposeDriven #FinancialAdvisors #AuthenticLeadership #AdvisorInsights #TrustThroughConnection #HumanAdvisor

Ready to Get Off the Hamster Wheel? Are you tired of the endless cycle of setting goals, achieving them, and then immediately moving on to the next? It’s time to get off the goal hamster wheel and start living with intention. By understanding the feelings behind your goals, you can make true progress toward happiness and fulfillment. Let’s stop spinning in circles and start creating a life we love. What’s your first step? If you missed any of the conversation, head over to the #IntentionalInsiderBlog > > https://buff.ly/36Qw5mi #TheIntentionalAdvisor #IntentionalInsiderBlog #AdviceBasedPlanning #PurposeDrivenPractice #WomenFinancialAdvisors #WomenFinancialProfessionals #Planning2025 #MindfulLiving #DecodeYourGoals #GoalCrusher #LiveWithIntention

From Goals to Fulfillment Goals without purpose can feel empty. It’s not about checking things off a list—it’s about connecting your actions to what really matters to you. When you know how you want to feel, you can design goals that truly fulfill you. You’re not just chasing accomplishments; you’re creating a life that feels right. Are your goals helping you move toward fulfillment? Let’s rethink the way we approach them. More on the #IntentionalInsiderBlog > > https://buff.ly/36Qw5mi #TheIntentionalAdvisor #IntentionalInsiderBlog #AdviceBasedPlanning #PurposeDrivenPractice #WomenFinancialAdvisors #KnowYourWhy #PurposeOverPerfection #PersonalGrowth #AlignedLiving #GoalClarity #LifeDesign #GoalMapping

3 Steps to Happiness Here’s a simple exercise to discover your personal definition of happiness: 1️⃣ List 3-5 goals you’re working on. 2️⃣ Ask yourself why you want to achieve them. 3️⃣ Look for the trends in how you want to feel. Once you know the feelings behind your goals, you can make choices that align with them. This small shift can completely transform the way you pursue success and fulfillment. 💡 What’s your recipe for happiness? We visit this on the #IntentionalInsiderBlog > > https://buff.ly/36Qw5mi #TheIntentionalAdvisor #IntentionalInsiderBlog #AdviceBasedPlanning #PurposeDrivenPractice #WomenFinancialAdvisors #HealthyHabits #GoalSettingTips #WellnessJourney #FeelGoodVibes #WhyMatters #HappinessHack #LifeGoals

Define Your Happiness What does success mean to you? For me, it’s not about money, titles, or status. It’s about how I feel. When I feel confident, optimistic, and relaxed, I know I’m on the right track. We all have a unique recipe for happiness, and the first step is defining it for yourself. What feelings mean success to you? More on the #IntentionalInsiderBlog > > https://buff.ly/36Qw5mi #TheIntentionalAdvisor #IntentionalInsiderBlog #AdviceBasedPlanning #PurposeDrivenPractice #WomenFinancialAdvisors #DefineSuccess #FindYourJoy

Are You Sabotaging Your Goals? Sometimes, it’s the small, daily choices that sabotage our progress. For me, it’s hitting snooze when I know I need to get up, indulging in candy when I’m trying to eat healthier, or putting off work until I’m overwhelmed. These little choices seem harmless, but they take me further away from the feelings I’m really chasing—confidence, optimism, and relaxation. What habits or choices are holding you back? Let’s break the cycle together. This week, we visit this on the #IntentionalInsiderBlog > >https://buff.ly/36Qw5mi #TheIntentionalAdvisor #IntentionalInsiderBlog #AdviceBasedPlanning #PurposeDrivenPractice #FindYourWhy #HappinessGoals #MindfulLiving #JoyfulJourney #LiveWithPurpose #SmallChoicesBigImpact #MindfulDecisions