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
Company Details
- Founded
- -
- Address
- 9175 E Kenyon Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Denver, Colorado
The Intentional Advisor Questions
The Intentional Advisor's website is https://www.theintentionaladvisor.com/
The Intentional Advisor's LinkedIn profile is https://www.linkedin.com/company/the-intentional-advisor
The Intentional Advisor's industry is
Financial Services
The Intentional Advisor's top competitors are
Concurrent,
Net Positive Consortium In Wealth Management,
Uplifting Capital,
First Pacific Financial,
Meira Wealth,
Saalt Blogs,
Guiding Wealth | Financial Planning & Wealth Management,
Bogart Wealth,
Twill,
Ascent Capital Group.
The Intentional Advisor's categories are Financial Services
The Intentional Advisor's founding year is 2016
