It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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continue reading
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118: A 3-Step Process For Crafting A Statement of Financial Purpose – Part I
Manage episode 428415535 series 3375826
Content provided by Brendan Frazier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brendan Frazier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
A Statement of Financial Purpose serves as the mission statement for your client’s financial life.
It acts as the north star or lens for making financial decisions to ensure they are aligned with what’s truly most important.
Most advisors love the idea, but they don’t know how to do it.
Fortunately, Andy Baxley created an entire course on it.
And, in this episode, he reveals the 3-step process he takes his clients through to craft a statement of financial purpose.
You’ll Learn:
- A script to introduce values conversations to long-time clients
- His favorite question to help guide clients through tough decisions
- The best time in the onboarding process to have values conversations
- The powerful story of how a statement of financial purpose changed a client’s life
- How values conversations have led to a more referable experience for Andy’s practice
*Follow Brendan for insights on mastering the human side of advice:
122 episodes
Share
Manage episode 428415535 series 3375826
Content provided by Brendan Frazier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brendan Frazier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
A Statement of Financial Purpose serves as the mission statement for your client’s financial life.
It acts as the north star or lens for making financial decisions to ensure they are aligned with what’s truly most important.
Most advisors love the idea, but they don’t know how to do it.
Fortunately, Andy Baxley created an entire course on it.
And, in this episode, he reveals the 3-step process he takes his clients through to craft a statement of financial purpose.
You’ll Learn:
- A script to introduce values conversations to long-time clients
- His favorite question to help guide clients through tough decisions
- The best time in the onboarding process to have values conversations
- The powerful story of how a statement of financial purpose changed a client’s life
- How values conversations have led to a more referable experience for Andy’s practice
*Follow Brendan for insights on mastering the human side of advice:
122 episodes
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Similar to The Human Side of Money
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
…
continue reading
Evan Davis hosts the business conversation show with insights from the people at the top.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
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continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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Go offline with the Player FM app!
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