
Ep 224: Crafting A 5-Step Process To Add Value As A "Thinking Partner" for Clients with Amy Mullen
Financial Advisor Success
MoneyGuidePro
MoneyGuidePro was built with the presumption that there are standard goals that pretty much everyone wants. It's not really a literally a process of goal discovery, it just sort of assumed like everyone's going to have one of a list of about half a dozen to a dozen different goals. The difference is when you're using this sort of process, the client is actually creating a vision of what that will look like and the vision becomes motivating.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.