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
In fact, if you're an advisor looking for ways to enhance client outcomes or change the growth trajectory of your practice, these three would be at or near the very top of the list every time.
Yet, as research shows, the problem isn't knowing these things are important. It's knowing how to do them consistently and effectively.
Which is where it's crucial to have a process for ensuring these three things in every meeting with every client.
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:
*For more resources discussed in this episode, check out www.wiredplanning.com/episode32
*For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" email), go to www.wiredplanning.com.