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New Planner Podcast

Feb 12, 2021

Amy Mullen is the President of Money Quotient, a training and consulting firm in Portland, OR for firms who want to integrate life planning into their client service model. She joins the show today to share the empirical evidence on the life planning approach and how financial advisors using the Money Quotient tools are seeing higher levels of implementation of recommendations and overall higher client satisfaction.

Listen in as Amy discusses how the steps to create an evidenced-based client experience can be a differentiator from traditional financial planning firms, as well as several tools that help financial planners facilitate an effective goals and values exploratory process with clients and prospects. You'll learn how Amy manages her time as the leader of the organization and her tips for aspiring financial planners seeking a good fit.

You can find show notes and more information by clicking here: