31: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part I)
Play • 1 hr 7 min

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 I of our conversation, we discuss:

  • The #1 factor in determining action towards retirement goals
  • Why starting with the past is the most effective way for advisors to help client's uncover meaningful goals
  • How a client's inability to follow-through is likely a roadblock stemming from their past
  • The importantly subtle shift from "advice-givers" to "thinking partners"
  • Why "advice kills conversations"


*For more resources discussed in this episode, check out www.wiredplanning.com/episode31.

*For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" email), go to www.wiredplanning.com.

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