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

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 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