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4min chapter
118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I
The Human Side of Money
Facilitating Financial Conversations
This chapter explores the creation of a fillable PDF workbook aimed at guiding discussions on financial purpose, emphasizing a three-part structure of values, purpose, and action. The speakers highlight the need for financial planners to adapt their processes to align with clients' individual styles, allowing them to lead conversations and make choices in their financial planning journey.
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