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11.15.2023 - Relationships

Attendees Rating:

Excellent (86%)
Average (14%)
Below Average (0%)

Missy Davis

Thu, 11/30/2023 - 15:18

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.
Bringing Science to the Art of the Relationship
Presented by Amy Mullen, CFP®, Money Quotient
Amy Mullen

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 clients to increase effectiveness in the relationship and financial planning process.

Link to Amy's  blog article: https://www.moneyquotient.com/blog/

Attendees 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.