Joel Lund

Name: Joel Lund
Address: Boise, ID, 83702, US
Telephone: +12082864630

The Trusted Advisor: Thoughtful reflections for experienced financial professionals navigating the second act of their careers.

Join the Trusted Advisor (https://joellund.com/).

06/05/2026

Your Mantra for Today: *BecomeEasilyReferable*

Friday's PSA...

If you're a trusted advisor getting referrals is a wonderful validation of your work. Clients value you enough to introduce others to you via a referral.

So...are you getting as many referrals as you want?

As many referrals as you...need?

If you're like most trusted advisors, you not only answered "Not so much!" in your head, you also sighed.

Need ideas or encouragement? This blog will help you apply "relational glue" in your practice:

https://www.acceleratorlaunchpad.com/2018/09/15/create-relational-glue-to-grow-your-business/

And relational glue makes you easily referable.

Joel

06/04/2026

Your Mantra for Today: *PlanToAdaptYourPlan*

Thursday's PSA...

An observation from Captain Obvious: almost half of 2026 is behind you.

So?

Well, it might be valuable to pull out your 2026 business plan and determine what needs to be changed, amended, or adapted so that your year-end goal(s) become more grounded.

Or possible.

Or sane.

And though this recommendation might seem also *obvious*...there are a great many trusted advisors who will just forge ahead, as if the first half of the year has no impact on the second.

Unless everything is humming along according to your plan, not *planning* to adjust mid-year isn't terribly proactive. It's closer to asleep.

In other news...

Do you know that your superpower in business also has its own "kryptonite" that gets in your way, usually under your radar? I put together a advisor-centric just-in-time presentation that breaks it all down for you: how to identify which of the 4 types of kryptonite you have and what steps to take to tame it into submission.

Watch the webinar here: https://webinarkit.com/webinar/registration/685afe406b3ee79b384a497e

Joel

06/03/2026

Your Mantra for Today: *GettingHelpIsSmart*

Wednesday's PSA...

You already know that even the most elite athletes and professionals get help from a coach.

So why not you?

Another inconvenient truth: 👉 Insecurity keeps us from getting help 👈

Here's to your getting help sooner than later!

WEBINAR: Do you know that your superpower in business also has its own "kryptonite" that gets in your way, usually under your radar? I put together a advisor-centric just-in-time presentation that breaks it all down for you: how to identify which of the 4 types of kryptonite you have and what steps to take to tame it into submission.

Watch it here: https://webinarkit.com/webinar/registration/685afe406b3ee79b384a497e

Joel

06/02/2026

Your Mantra for Today: *DoThemAnyway*

Tuesday's PSA...

An inconvenient truth: 👉 You need to do them. 👈

And you know what they are.

Here's to your forward momentum!
Joel

NOTE: We'll soon be launching of a new (application only) STRATEGIC ADVISORY GROUP MASTERMIND. This is a curated group of successful 6-7 figure financial professionals navigating their second act.

Join the waitlist to be notified and learn more:
https://joellund.com/strategic-advisory-group-mastermind-waitlist/

Joel

06/01/2026

Your Mantra for Today: *HelpByTeaching*

Monday's PSA...

As a trusted advisor, it's imperative to be clear in your mind and heart what you're actually helping people to do.

And it's equally important to be clear what you're not doing...because it's not your role.

This distinction was drilled into my team, back in the day, by my senior mentor.

It's an important lesson to keep top of mind.

In other news, we're nearing the launch of a new (application only) Strategic Advisory Group Mastermind. This is a curated group of successful 6-7 figure financial professionals navigating their second act.

Join the waitlist to be notified and learn more:
https://joellund.com/strategic-advisory-group-mastermind-waitlist/

Joel

05/29/2026

Your Mantra for Today: *Desire*

Friday's PSA...

To succeed in the trusted advisor industry you have to really want it.

There are SO MANY ways things can go wrong early on in your career, right?

Some you have zero control over. Some you have, well, some.

Maxwell's quote rings true...because you've seen it.

Assuming you're in your into at least your 3rd year, you've witnessed what lack of sufficient desire can do when colleagues packed up their stuff and never came back.

Of course, desire isn't enough to bring the dream into reality.

But without enough of it...a relentless desire to "make it work"...there's little chance of anything other than early flash-in-the-pan wins...and then a career change.

Here's to your relentless desire to reach your full potential.
Joel

PS: we're nearing the launch of a new Strategic Advisory Group Mastermind. This is a curated group of successful 6-7 figure financial professionals navigating their second act. Join the waitlist to be notified and learn more: https://joellund.com/strategic-advisory-group-mastermind-waitlist/

05/28/2026

Your Mantra for Today: *Character*

Thursday's PSA...

In an industry that helps people make the best possible decisions about their financial future, having "character" is not optional.

Because character isn't just about who we are in this moment but who we aspire to become.

In this respect, our leadership potential is directly tied to our character.

It's not a static thing but is shaped by our self-awareness (or lack of it), how we conduct ourselves when no one is looking, and our willingness to grow in emotional intelligence.

And as Keller points out (yes, that Helen Keller), our character grows in the soil of trial and suffering...two things our culture desperately teaches us to avoid.

Ease and quiet?

Or trial and suffering?

Choose the latter.

Here's to your character development.
Joel

05/27/2026

Your Mantra for Today:

Wednesday's PSA...

Is a comment necessary?

Nah...

Joel

05/26/2026

Your Mantra for Today:

Tuesday's PSA...

The more time you spend with this one, the more insightful it becomes.

You might want to buckle up, grab a coffee, and just sit with this zinger from Chan.

FOLLOW-UP QUESTIONS
1) What does matter most to you?
2) Does succeeding at it really matter that much?
3) If you're pursuing success at something that now in retrospect clearly doesn't really matter, will you pivot?
4) If not, why not?
5) If so, to what end?

Take the time. Think about this.

Joel

05/25/2026

Your Mantra for Today:

We remember...

We honor...

We are grateful.

Joel

Address

Boise, ID
83702

Telephone

+12082864630

Website

https://www.acceleratorlaunchpad.com/, https://calendly.com/joellund/success-path-call, https://joellund.com/

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