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The Human Side of Money
118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I
Jul 11, 2024
Join financial planner Andy Baxley, co-creator of the Statement of Financial Purpose course, as he dives into transforming the way advisors engage with clients. He discusses the three-step process for meaningful financial conversations that prioritize personal values over traditional goals. The conversation highlights building trust, finding financial purpose, and aligning decisions with core values. Through introspective questions and a structured framework, Baxley reveals how understanding what truly matters can lead to deeper connections and more fulfilling financial planning.
01:19:17
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Quick takeaways
- Understanding and adapting to different client communication styles enhances the depth of conversations about financial values and goals.
- The three-step framework introduced facilitates meaningful discussions, enabling advisors to uncover what truly matters to their clients.
Deep dives
Understanding Client Communication Styles
The episode highlights the importance of recognizing different communication styles among clients. Some individuals process information best through verbal discussions, while others may prefer reflecting on questions alone before engaging in dialogue. Financial advisors are encouraged to tailor their approach according to each client's needs and preferences. This adaptability can foster deeper, more meaningful conversations that go beyond surface-level financial goals.
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Discover
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