Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
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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://ro.player.fm/legal.
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118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – 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://ro.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:
130 episoade
Distribuie
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://ro.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:
130 episoade
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Similar cu The Human Side of Money
Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
…
continue reading
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…
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 ...
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continue reading
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…
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
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
…
continue reading
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…
continue reading
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continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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continue reading
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