Amy Mullen - 5 Steps for Values-Based Financial Planning
Standard Deviations with Dr. Daniel Crosby
English - June 08, 2023 04:00 - 50 minutes - 46 MB - ★★★★★ - 102 ratingsEducation invesment how to invest dr. daniel crosby behavioral finance fintech daniel crosby befi behavioral economics investor psychology investor emotion Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Tune in to hear:
- What role did Amy’s mom play in her professional journey and what drives her to do what she does?
- What are the 5 steps of Amy’s process for providing effective guidance to advisors while leaving a bit of wiggle room for client personalization?
- Her 1st step, “to establish and define a client, planner relationship,” aligns with the CFP’s 1st stage. What does she teach advisors in this stage that might look a little different than folks might expect?
- How can we help facilitate a good discovery process, which encourages clients to dig deep, without putting our own fingerprints all over this in the process?
- How can you clarify your client’s values and assure that they aren’t being unduly influenced by outside influences?
- The 2nd part of Amy’s discovery stage is called “envision.” How does she help her clients’ vision of their future selves be as salient and real as possible?
- What are some of the mistakes advisors make when presenting their client with a financial plan and what can we do better as an industry?
- How can we share that “there’s more to life than money” with our clients in an authentic and non-cynical way? Also, how can we implement this thinking in our own lives?
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