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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
Transforming Financial Conversations
This chapter introduces a three-step process aimed at enhancing the depth of financial conversations between advisors and clients by exploring personal values. Through insights and a live demonstration, the speakers illustrate how these meaningful discussions can align financial planning with clients' life visions. The chapter emphasizes the shift from traditional goal-oriented approaches to a values-based framework, fostering deeper connections and greater fulfillment in the financial advising process.
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Discover
highlights
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