A Statement of Financial Purpose serves as the mission statement for your client’s financial life.
It acts as the north star or lens for making financial decisions to ensure they are aligned with what’s truly most important.
Most advisors love the idea, but they don’t know how to do it.
Fortunately, Andy Baxley created an entire course on it.
And, in this episode, he reveals the 3-step process he takes his clients through to craft a statement of financial purpose.
You’ll Learn:
- A script to introduce values conversations to long-time clients
- His favorite question to help guide clients through tough decisions
- The best time in the onboarding process to have values conversations
- The powerful story of how a statement of financial purpose changed a client’s life
- How values conversations have led to a more referable experience for Andy’s practice
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