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19min chapter
118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I
The Human Side of Money
Prioritizing Values in Financial Conversations
This chapter emphasizes the significance of having meaningful discussions with clients about their financial purposes and values. Through a poignant case study, the speakers illustrate how understanding personal motivations can lead to better financial decisions, especially in balancing demanding careers with family life. They introduce a structured framework to help advisors navigate these qualitative conversations, ensuring that client relationships are energized and aligned with what truly matters to them.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode