Amy shares the importance of integrating the emotional and psychological aspects of money into financial planning. She shares insights on how financial advisors can enhance client trust, satisfaction, and motivation by adopting a holistic, values-based approach.
Have you ever considered how your feelings affect your money? Amy Mullen, CFP® talks about how understanding emotions helps with managing money, the origins of Money Quotient teaching people about money, and stories about helping people with different levels of financial knowledge.
Amy discusses the results of a recent study conducted in collaboration with the Financial Planning Association, titled ‘Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment.’ The study reveals a significant gap between what advisors think they are providing and what their clients actually feel they are receiving.
In this episode, Amy shares her deep understanding of the hidden factors that affect financial decision-making. Listen to hear valuable insights on how to create lasting change and foster effective client-advisor relationships.
What are the 5 steps for providing effective guidance while leaving room for client personalization? 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? 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?
Amy Mullen, CFP® and Brian Portnoy, CFA guide listeners through the process of cultivating empathetic listening skills to unlock that human-first approach in financial advising.
In this episode, Matt Ackermann is joined by the FPA Carol Anderson, President of MQ Research And Education, and Andree Peterson, Chief Implementation Officer at Integrated Partners. They reveal how communication has evolved thanks to technology and the impact this has on client comprehension regarding their own financial and retirement plans.
Explore Carol Anderson and MQRE’s recent study on client communication and the gap between advisor and client perception and experience.
Carol Anderson talks with Chuck Jaffe on the Money Life Podcast on the Money Quotient approach to financial advising, building great relationships, and our recent research on advisor perceptions of client experience.
Barron’s explores the impact of the pandemic on the change in the financial planning industry and what Money Quotient’s recent research suggests about the future of the industry.
