Amy Mullen - 5 Steps for Values-Based Financial Planning

Standard Deviations with Dr. Daniel Crosby

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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Compliance Code: Code: 1150-OAS-4/24/2023