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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

What Is the Role of the Advisor in This Relationship?

A lot of the kind of left brain analytical information that was being kept by advisors to provide to clients, a lot of that sort of stuff is being more and more commoditized. The first shift that an advisor has to be thinking about in terms of their role in this relationship is more of a facilitator of a process That allows the client to come to essentially their own solutions. And so then the financial recommendations are super honed in to specifically who that person is and where they want to go.

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