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Guest Expert: Amy Mullen, CFP®, Money QuotientIn 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...
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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.
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.