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Ep 224: Crafting A 5-Step Process To Add Value As A "Thinking Partner" for Clients with Amy Mullen

Financial Advisor Success

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What Is the CFP Process?

The five stages of the CFP process involve explore, engage, envision, enlighten and empower. The model is designed to help advisors be as efficient and as effective in each stage of that process. There's a lot of different aspects of psychology that are built into the model as well. So for instance, the couple of tools that an advisor would use with a prospect in getting a acquainted meeting, they are designed to be super fast to complete.

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