Are your clients drifting aimlessly or swimming purposefully towards their financial goals?

The default for clients is to pick goals on autopilot. Goals that have been determined by society, friends, and their upbringing.

In this episode, Isaac Presley shares how he creates the time and space for his clients to create more intentional goals using a “Family EOS” approach.

You’ll Learn: 

• The “Time Bucketing” exercise to help clients prioritize goals
• The “Family EOS” approach and how to introduce it to clients
• Why sending a pre-meeting video leads to better conversations
• How the environment you’re in can influence your conversations
• How he connects his screening and intro process to accelerate trust

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Resources:

• 97: A Blueprint for Conducting “Re-Discovery” Meetings with Long-Time Clients with Meghaan Lurtz
• 98: Creating a Unique Money Vision to Build a Client’s Ideal Life with Jake Northrup

Connect with Brendan Frazier: 

• RFG Advisory
• LinkedIn: Brendan Frazier

Connect with Isaac Presley: 

• Cordant Wealth
• LinkedIn: Isaac Presley

About Our Guest: 

Isaac Presley is the CEO of Cordant Wealth Partners. He frequently writes and speaks on investing and industry topics and his work has been seen in Bloomberg, US News, Yahoo Finance, Business Insider, and Wealth Management magazine. He’s been named the top 100 most influential advisors by Investopedia five times. Prior to joining Cordant, he worked in finance for two Fortune 500 companies. He has a Bachelor’s in Finance from Oregon State University, his MBA from Portland State University, and earned the Chartered Financial Analyst designation in 2011.

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