The Intentional Advisor

The Intentional Advisor serves independent advisors who want to build profitable Advice-Based Financial Planning practices that they can be proud of! Creating a financial practice built on providing objective and transparent financial advice, not contingent on the purchase of any product or service, is the foundation of The Intentional Advisor’s Advice-Based Financial Planning coaching programs and workshops. Designed to empower the independent advisors with the training and tools to effectively deliver Advice-Based Financial Planning, independent advisors can work one-on-one or in a group or workshop setting. Participants quickly discover that by providing objective, honest advice first, they naturally connect with their ideal client, seamlessly moving them from the Discovery EXPERIENCE -- to plan implementation. 🟪 Turn-key process that transforms your financial planning business 🟪 Offer advice first and implementation as needed 🟪 Attract your ideal customer, seamlessly moving from advice to implementation 🟪 Feel confident in the value you deliver 🟪 Create consistent income and a profitable practice If you are interested in learning more about Advice-Based Financial Planning please contact us at Connect@TheIntentionalAdvisor.com