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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

The Enlightened and Empowerment Stages

The enlightened stage is when the advisor is going to be presenting their recommendations. In that stage, we suggest that the advisor starts by providing a summary of what they've learned about the clients and we actually provide a method for doing that. So then after reviewing that summary, we also have another piece that the advisor can use to directly connect the things that they've heard from the client to specific recommendations that they're making. And I think this is another thing that I feel is embedded into the profession that is not helping advisors be as successful.

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