Media Mentions

The Role of Qualitative Data Gathering in Developing Client Trust and Commitment

The Human Side of Money Ep. 31: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part I)

Creating Stronger Client Relationships with Amy Mullen

New Research To Uncover How Communication Practices Impact Client Trust in Financial Planners, Financial Planning Process

FPA Takes Deep Dive Into How Advisors, Clients Communicate

Ep 224: Crafting A 5-Step Process To Add Value As A “Thinking Partner” For Clients, With Amy Mullen

My guest on today’s podcast is Amy Mullen. Amy is the President of Money Quotient, a company based in Portland, Oregon that has developed tools and training to help advisors have better and more meaningful conversations with their clients.

New Planner Podcast: EP #21: HELPING YOUR CLIENTS FIND THEIR MONEY QUOTIENT WITH AMY MULLEN

George Kinder’s Blueprint to Close the Trust Gap With Skittish Clients

Financial Advisors: Are You An Explainer, Elucidator Or Enchanter?

History of Financial Life Planning pt 2

Hannah Moore, sits down with Susan Bradley, Elizabeth Jetton, Carol Anderson, and Rick Kahler to talk about the evolution of financial life planning, and why each of them views this “Financial Planning 2.0” as this profession’s future.