There are at least three things every financial advisor wants in their relationships with clients:

1) Great conversations and connection

2) Use their money to live a fulfilled life doing the things they love

3) Seamless buy-in and follow-through on the advice given to avoid spending time following up

Amy Mullen is the President of Money Quotient, a company that arms advisors with tools, resources, and a process to consistently deliver on all three of these things.

In Part II of our conversation, we move from the “Why” to the “How” as Amy offers up specific examples from advisors she’s worked with over the years:

The 5 Steps of the True Wealth™ Process
The case for having two separate discovery meetings
Why memorable conversation and lasting connecting actually starts with the mindset of the advisor
A structured process to help clients create a robust vision of their ideal life
How to plan and prepare for barriers to implementation

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32: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part II)