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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

CHAPTER

What's Going on With Your CFP Process?

The true wealth process is broken down into two stages. The engage stage is all about establishing the current situation of the client. And then we move into the envision stage, which is all about basically designing what point B is going to be. So it's not leading to some cookie cutter. It's a structure to help them think and be thorough in their planning. But the end result for each individual client you work with is going tobe unique for them.

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