Joel Lund

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

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

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

10/20/2026

Your Mantra for Today: *LookThroughTheTurn*

In Tuesday's PSA, I apply a principle for safe motorcycle handling to the world of the Trusted Advisor.

Looking through the turn is an essential skill to learn to retain control of the bike.

Yet, many riders have never heard of it.

This lack of knowledge doesn't change the laws of physics.

But this principle also carries into to the life of an experienced Trusted Advisor.

As you navigate through your second-act, avoiding this reality can put everything youve worked for at risk.

Learn why here: https://joellund.com/the-hidden-tax-of-reactivity/

Grab a coffee, close your door, and discover the three hidden taxes of reactivity.

Joel

10/19/2026

Your Mantra for Today: *DangerousComfort*

Monday's PSA challenges the notion that success looks a lot like "having arrived." In short, success = comfort.

Maybe this coupling works for a brief period of time, but that's all you're going to get.

Grab a coffee, close your door, and spend ~10 minutes reading — and then thinking about — "Comfort Is Not The Same As Alignment."

https://joellund.com/comfort-is-not-the-same-as-alignment/

PS: It's not that you can't enjoy many comforts that come from your success; it's that if comfort becomes your metric for ongoing success you're already in deep trouble.

Joel

10/16/2026

Your Mantra for Today: *MyThoughtsLeadToMyDestiny*

Friday's PSA is a famous quote from Emerson.

It's best read silently...twice. Then out loud.

Consider the sequence.

Consider the implications of that sequence.

Then read it out loud again.

So, what thought needs to be thought today to develop the character that will reap the destiny you seek?

Have a great weekend!

Joel

10/15/2026

Your Mantra for Today: *Allow...silence*

The first step in our Client Communication Series is to "listen...more" and the second is to "talk...less." The third is to "ask...better." Check out all 3 in this week's prior posts.

Thursday's PSA is the fourth and final step in improving client communication — a demand on us to provide something our clients crave: silence.

Allowing for silence in your client reviews, prospecting chats, and even conversations with staff...gets uncomfortable quickly. Unless you are prepared for silence. Better yet, when you intentionally allow for moments of silence.

Whether you help pre-retirees to develop a financial plan, or work with couples needing homeowners insurance, or you guide business owners into more effective tax strategies...they're all people you're interacting with. You work with humans.

And humans need time to process new information. They need quiet space to "emotionally think" through the questions you've asked just as much as they need to intellectually absorb them.

When facing financial decisions that have potentially far-reaching implications, make sure you're giving your people the silence they need.

The more comfortable you get with allowing for silence, the better you will become as a . An added bonus is that you'll also become exceptionally more competitive in your market. People notice this skill and they tell others about it...because it is so rare.

Read more about the importance of silence in the final issue in a 4-part series I published a few months ago: https://joellund.com/allow-client-communication-series/

Joel

10/14/2026

Your Mantra for Today: *Ask...better*

Wednesday's PSA challenges us to pose more thoughtful questions to our clients.

This is the third step in improving client communication.

The first step is to "listen...more" and the second is to "talk...less."

A wise Trusted Advisor knows that to ask better questions, you first need to listen more which is best done by talking less. There's an order to communicating well.

This is the third issue in a 4-part series I published a few months ago: "ASK...better."

https://joellund.com/ask-client-communication-series/

Which is the most common filler-question you use? Which is the most engaging question you pose?

Joel

10/13/2026

Your Mantra for Today: *Talk...less*

Tuesday's PSA reminds us there's a common impediment to listening more (yesterday's topic): its talking too much.

When you're talking, you're not listening. Well, at least not to the other person. And therein lies the problem for Trusted Advisors.

How do you advise by...talking less?

Where does advice come in while...you're just listening more?

What follows is the second in a 4-part series I published a few months ago: "Talk...less."

https://joellund.com/talk-client-communication-series/

Which is harder for you to resist? Talking too much? Or listening without advising?

Joel

10/12/2026

Your Mantra for Today: *Listen...More*

Monday's PSA reminds us that listening well is not easy.

By the time you reach the mid-point of your career as a Trusted Advisor, you've got proven skills.

And...by the time you reach the mid-point of your career, it's also highly likely you've gotten bit too comfortable with those skills. You're taking them for granted.

If you're prepared to have your assumptions (and skills) challenged, discover why the skill of listening well becomes vastly more important in your second-act.

This is the first in a 4-part series I published a few months ago: "Listen...more." https://joellund.com/listen-client-communication-series/

Joel

10/09/2026

Your Mantra for Today: *RelationalGravity*

Friday's PSA is from me.

It's not complicated. But for some it seems to be.

Gravity can only be ignored with a cost. Often quite a painful cost.

Ignoring your promises also comes with a cost.

And I've witnessed far too many Trusted Advisors not follow through on what they promised their clients, their family, and themselves.

That's like intentionally jumping off the roof of the house when you were a kid, even when you knew better and that there was a high chance you would hurt yourself.

Obey the laws of gravity. You'll be glad you did. So will the people you make promises to.

Joel

10/08/2026

Your Mantra for Today: *WalkItOff*

Ever had "One of those days!"?

Thursday's PSA is an invitation to go for a walk.

Seriously. Go for a walk.

Because when whatever it was that triggered "One of those days!" inside of you gets the better of you, you're permitting an escalating risk that you'll do something or say something that will just make it all worse.

In other words, sucking it up has a potential cost that can quickly get too high. Our emotions can outrun our intellect.

Each of us has a boiling/breaking point. And sometimes the best way to manage our nervous system is to not manage it all.

It's to take it for a walk.

Breathe. Look around. Take it in. Then let go of the "One of those days!"

You'll be better for it.

Joel

10/07/2026

Your Mantra for Today: *Cost*

Wednesday's PSA is a reminder that there's a cost to everything.

It costs to go.

It costs to wait.

Avoidance has a cost.

So does launching too soon...too late...or right on time.

But not all those costs are equal, though we'd like to think so.

Avoidance until final capitulation costs the most.

There, it's been said.

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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