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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

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.

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