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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

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What's the Life Transition Survey?

The life transition survey lays out, I believe, like 52 different transitions that are fairly common in a person's lifetime. So the client marks whether they're currently experiencing any of these transitions or if they're anticipating this transition in the near or distant future. And then again, it's awareness tool for the client in that they likely would have not thought to speak to a financial planner about various family transitions they're going through.

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