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

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: great co In Part I of our conversation, we discuss: The #1 factor in determining action towards retirement goals Why starting with the past is the most effective way for advisors to help client’s uncover meaningful goals How a client’s inability to follow-through is likely a roadblock stemming from their past The importantly subtle shift from “advice-givers” to “thinking partners” Why “advice kills conversations” To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier X: @jbrendanfrazier