Latest Research on Trust and Commitment w/ Amy Mullen
In this episode, Rory and Julie speak with Amy Mullen, President of Money Quotient, to shed light on the vital role that personal values and life experiences play in financial planning. Amy discusses the results of a recent study conducted in collaboration with the Financial Planning Association, t…
Navigating Preparing for Retirement
Retirement is one of life’s biggest transitions. To help you better prepare for and embrace this new chapter of life, JNBA Financial Advisors brought together a few recent retirees and Amy Mullen, president of Money Quotient and an expert on navigating the transition to retirement.
During this pane…
#45 The Role of Emotional Intelligence in Financial Success w/ Amy Mullen, President, Money Quotient
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/
Amy N. Mullen (https://www.linkedin.com/in/amynmullen/) is a CFP and the President of Money Quotient, Inc. Amy shares the importance of integrating the emotional and psychological aspects of money…
Best of Behavioral Finance: The Power of Values and Human Connection
In this special episode Rory highlights the most impactful conversations of 2024, featuring insights from leaders in behavioral finance, accounting, and wealth management. Discover how Amy Mullen’s values-based planning can deepen client connections, Dr. Preston Cherry’s “Secure the BAG” framework …
BONUS: The Application of Psychology in Financial Planning
With the future of our profession continuing to shift towards the human side of advice and the CFP Board’s announcement earlier this year that they added “The Psychology of Financial Planning” as a principal knowledge topic, it’s becoming crucial for advisors to start familiarizing themselves with …
32: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part II)
There are at least three things every financial advisor wants in their relationships with clients:
1) Great conversations and connection
2) Use their money to live a fulfilled life doing the things they love
3) Seamless buy-in and follow-through on the advice given to avoid spending time followi…
31: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part I)
There are at least three things every financial advisor wants in their relationships with clients:
1) Great conversations and connection
2) Use their money to live a fulfilled life doing the things they love
3) Seamless buy-in and follow-through on the advice given to avoid spending time followi…
Adapting to Changing Client Expectations with Amy Mullen
[embed]https://youtu.be/BEK03no5uws?si=95J6tlrNaRomgKnb[/embed]
In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Amy Mullen, president of Money Quotient and one of Financial Behavior Keynote Group’s exclusive speakers. Amy is widely recognized for her work…
How To Design a Life Aligned With Your Values: A Conversation With Amy Mullen
In this episode, Laura welcomes Amy Mullen, President of Money Quotient, for a powerful conversation about why financial literacy alone rarely leads to lasting behavior change.
Amy shares the origin story behind Money Quotient, beginning with her mother Carol Anderson. After going through a divorce…
Going Deeper With Clients: The Discovery Process That Wins Trust (Ep. 64)
Do your clients actually know what they want, or are you building plans on goals they've never had the space to examine?
Most advisors assume clients walk in already clear on their values and goals, but the truth is far foggier.
In this episode, Amy Mullen, President of Money Quotient and a CFP® …
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