Last month, Carl Richards hosted Amy Mullen on his Worldwide Chapter Meeting for The Society of Advice membership for a conversation about Redefining the role of a Real Financial Planner. Carl mentions that he doesn't "often have financial industry professionals and experts in our field as guests," but he made the exception for Amy because he enjoys her tendency to challenge assumptions and provoke new ways of thinking.
"Most often, you're exceeding [the client's] expectations when you're able to facilitate [life planning] conversations they weren't expecting. But it's interesting that, as humans, we fear the pushback because it's going to be different, rather than being excited to show them how we are going to exceed their expectations."
Carl accepted Amy’s invitation to join her on a webinar with the MQ Community to continue their chat. Join them on December 6th at 10am PT, for A Conversation with Carl Richards.
Tim Maurer, Forbes, and Activating Wealth!
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Facilitating Discovery & Navigating the Conversation
Have you ever felt unsure about how to facilitate discovery with a tool you haven’t used in a while? Do you want to deepen the discussions you’ve been having with clients? Are you ready to implement more into your client conversations?
Every Tool Guide in the Materials Directory includes a section titled, “Facilitating Discovery & Navigating the Conversation.” Explore the recommended techniques for facilitation and see how they enhance the values you bring to your client.
From Personal Insights about Change:
- “How was this exercise for you? Did you have any insights?”
- “Reflecting on past challenging experiences, what do you think has helped you cope, adapt, or ‘make lemonade from lemons?’”
- “What resources and relationships will you be able to rely on to support you in your transitions or reaching your goals?”
Upcoming MQ Fundamentals
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Upcoming Events
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Advice Kills Conversation
Marty Kurtz, a financial planner for nearly four decades, past Financial Planning Association president, and…
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