Bringing Science to the Art of the Relationship
Guest Expert: Amy Mullen, CFP®, Money Quotient
Date:
Webinar Replay Description
In this presentation, Amy Mullen, CFP® and President of Money Quotient, Inc., demonstrated how to apply insights and knowledge from psychology, neurology, and biology to the work you do with your c
Comments
When asked what they learned during this webinar, listeners responded:
Excellent program and very relevant about keeping relationships client centered and motivational emotionally, etc
- Allan M.
It's not a new idea but I like the emphasis on asking the right questions at the right time and really focusing on the collaborative effort with clients
- Nathan M.
Taking a more holistic, client participation approach in the financial planning process. To gain a better understanding of their hopes, dreams, concerns and past experiences so to better navigate their financial planning success.
- Paul S.
Excellent program and very relevant about keeping relationships client centered and motivational emotionally, etc
- Allan M.
It's not a new idea but I like the emphasis on asking the right questions at the right time and really focusing on the collaborative effort with clients
- Nathan M.
Taking a more holistic, client participation approach in the financial planning process. To gain a better understanding of their hopes, dreams, concerns and past experiences so to better navigate their financial planning success.
- Paul S.
11.15.2023 - Relationships
Attendees Comments:
Excellent program and very relevant about keeping relationships client centered and motivational emotionally, etc
- Allan M.
It's not a new idea but I like the emphasis on asking the right questions at the right time and really focusing on the collaborative effort with clients
- Nathan M.
Taking a more holistic, client participation approach in the financial planning process. To gain a better understanding of their hopes, dreams, concerns and past experiences so to better navigate their financial planning success.
- Paul S.