While visiting San Antonio during May’s Shift Conference, MQ President Amy Mullen, CFP® chatted with Johnny Sandquist and Brodrick Lothringer for a 30 minute podcast.
In this episode of On the Circuit:
Amy Mullen, CFP® and President of Money Quotient, Inc., discusses how advisors can lean into behavioral science to foster trust and grow their business. Listen in to learn about the connectivity between financial advice and client emotions.