118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I
Jul 11, 2024•1 hr 19 min
Episode description
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:
Twitter
LinkedIn
For the best experience, listen in Metacast app for iOS or Android
Open in Metacast