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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

Are You Imagining It's a Problem in Your Head?

I was just wondering. There's some point where like my clients are just going to get questionnaire it out. Like good news since it's time for the next stage of the financial planning process. Here is two more questionnaires. I bet you didn't see this coming. Do clients get like questionnaire fatigue? Is this a problem or is this going to be one of those? You're imagining it's a problem in your head. So the truth of the matter is, is that all of that has been taken into consideration when we designed it.

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