Media Mentions

Study: Financial Planners Underestimate Client Anxiety

71% of clients report experiencing financial anxiety. Here’s why financial planners could be missing the signs

Research Reveals Major Shifts in Communication and Trust Between Financial Planners and Their Clients

Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment

Research Reveals Major Shifts in Communication and Trust Between Financial Planners and Their Clients

Research Reveals Major Shifts in Communication and Trust Between Financial Planners and Their Clients

An article about a research project MQ’s own Carol Anderson spearheaded.

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