Go offline with the Player FM app!
118: A 3-Step Process For Crafting A Statement of Financial Purpose – Part I
Manage episode 428415535 series 3375826
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
Manage episode 428415535 series 3375826
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
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.