معلومات عن هذه الحلقة
Do your clients actually know what they want, or are you building plans on goals they've never had the space to examine?
Most advisors assume clients walk in already clear on their values and goals, but the truth is far foggier.
In this episode, Amy Mullen, President of Money Quotient and a CFP® professional with over 20 years of experience training advisors in values-based financial life planning, joins Kristin to explain why discovery conversations stay surface level and how a structured process can help advisors earn client trust.
Listen in to learn the five stages of the True Wealth Planning Process, why mirroring a client's values back to them may be the ultimate demonstration of fiduciary duty, and how legacy conversations and client community events can deepen relationships far beyond the numbers.
Amy shares:
- Why advisors assume clients already know their values and goals, and what actually happens.
- How a structured process takes the pressure off the advisor to ask the perfect question.
- What each of the five stages of the True Wealth Planning Process accomplishes.
- Why mirroring a client’s values back to them demonstrates fiduciary duty.
- How a legacy plan becomes the filter for stalled estate planning decisions.
- Why client appreciation events built on connection outperform financial content.
Resources:
- Xena Rising Retreat
- True Wealth Planning Process - Money Quotient
- No Rules Retirement - Money Quotient
- Introduction to Money Quotient
- Financial Therapy Association
- (Ep. 57) Loneliness in Leadership: Building Real Connection in a Remote World
Connect with Amy Mullen:
Connect with Kristin Harad:
