Lucila Williams is an entrepreneur, Financial Advisor, speaker, writer and philanthropist who creates processes to help your financial planning practice.
As Financial Advisors, we tend to think we deal with people who make good money decisions. Payday loans are a thing of the past, Online Installment Loans is the new culprit.
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#TheIntentionalAdvisor#AdviceBasedPlanning#NextGen
Has anyone ever been inspired by a SMART goal? SMART goals are safe! Big-hairy-audacious-goals can pull us forward to become much more. Check out Brendon Burchard's Podcast: How NOT to Set Goals https://t.co/HuuNe3aWPl
#TheIntentionalAdvisor#HPX#BrendonBurchard#DreamBigger
Nope, parading your female employees around does not make up for lewd comments. All that does is remind us that there are women who are willing to protect the status quo in the industry. Your actions show your true nature, not your marketing department.
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...Selling her sketches for about $20 each. When I was done with her business model, she could sell the custom portrait experience for over 10X what she sold a single portrait for. #TheIntentionalAdvisor https://t.co/1p8NTeK5l1 #SellTheEXPERIENCE#TheFutureIsNOW
Surely you didn’t miss this story! $0 trades!!! If you are hanging your value on asset management alone, you are in big trouble! If you are an #IntentionalAdvisor offering #AdviceBasedPlanning you're ahead of the curve and poised to for success!
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The answer to three simple questions will determine your future success.
Click on the link below to get those three questions and answer them for yourself!
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#TheIntentionalAdvisor#PurposeDrivenPractice#GoWhereItHurts
Want to work with #NextGen clients? Create a comprehensive benefits package for the Gig-worker. We now live in the Gig economy, it can be the perfect way to attract the next generation client!
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#TheIntentionalAdvisor#PurposeDrivenPractice#GigEconomy
If the CEO of Walmart takes time to personally post to Facebook and Instagram, maybe we should to! Check out this article is a roadmap for social media success in just a few simple steps.
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#TheIntentionalAdvisor#CEOPriorities