The Intentional Advisor, founded by Lucila Williams, is a business dedicated to helping financial advisors build independent, systematized, and profitable practices. Through a combination of one-on-one coaching, online courses, a popular podcast, and a community platform, the company provides tools, strategies, and support for advisors looking to scale their businesses, improve client service, and achieve a better work-life balance. Its mission is to empower advisors to run their practices with intention rather than by default.

Founded in

United States