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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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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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