LUCILA WILLIAMS, THE INTENTIONAL ADVISOR – FEMALES AND FINANCE ASSOCIATE PARTNER
LOCATION: DENVER, CO
WHAT DO YOU DO?
I am a practice management consultant and business mindset coach for financial advisors.
HOW DID YOU GET HERE?
I teach the processes I actually use in my financial planning practice. I became a consultant after being asked by several advisors to teach them how I do what I do. I reluctantly agreed to set up an OBA (Outside Business Activity) so they could pay me for consulting. The rest is history.
WHY THIS CAREER PATH?
I love being a financial advisor and the impact we can make in the lives of our clients. However, I can only work with a 100-or-so families by myself. Through my consulting work, I can help advisors build purpose-driven, advice-based practices that will impact literally thousands of families. It’s all about making the greatest impact.
WHO DO YOU WORK WITH?
I work with what I call Intentional Advisors; financial advisors who are looking for more meaning and purpose in their work. Many of them are fed up with the old product-based sales culture and are looking to build a business based on solid financial advice while still offering full implementation to their clients.
WHERE WOULD YOU MAKE CHANGES IN OUR PROFESSION TODAY?
We, the financial services community, have an abysmal reputation. I believe we have earned it by taking more than we give on occasion. I want to change the reputation of advisors from that of salesmen/women to true professionals. I think this requires a lot more than just good PR and marketing. We must change the way we do business. We have to build advice-based client relationships and fully deliver on the promise of always putting the client’s needs first as we help them implement their plans.
You can connect with Lucila on LinkedIn by clicking here.