Media Mentions
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.
Financial Advisors: Are You An Explainer, Elucidator Or Enchanter?
Money Quotient President and founder Carol Anderson, was mentioned in this Forbes article about three approaches to financial advising.
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.
Top 7 Best Practices For Newish Financial Advisors
Money Quotient President and founder Carol Anderson, was mentioned in this Forbes article about practices of Financial Advisors.