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UID:1@whatisfinology.org
DTSTART:20230413T160000Z
DTEND:20230413T180000Z
DTSTAMP:20230407T191534Z
URL:https://whatisfinology.org/events/amy-mullen-2023-finology-forum/
SUMMARY:Amy Mullen 2023 Finology Forum
DESCRIPTION:Amy Mullen\, CFP® President of Money Quotient\, inc. discussin
 g Linking Cash Flow Management and Life Planning: Your Most Important Clie
 nt Conversation.\n\nJoin MQ President Amy Mullen\, CFP® in discussing Cas
 h flow management and life planning are services that provide immeasurable
  value to financial planning clients. By integrating these two processes\,
  research shows that you will be more effective in engaging your clients a
 nd empowering them to affect positive change in their lives. Help your cli
 ents to focus on what is truly most important to them\, and provide tools 
 that will allow them to survive and thrive in all market conditions. In ad
 dition\, you will develop long-term client relationships by initiating lif
 e changing conversations and providing a service that is central to their 
 financial well-being.\n\nLearning objectives:\n\n1. Explore the reasons wh
 y most advisors want to avoid cash flow and life planning conversations.\n
 \n2. Learn how linking cash flow management and life planning will facilit
 ate effective goals-based financial planning.\n\n3. Learn how to create a 
 powerful decision-making framework based on your client’s own values and
  priorities.\nAbout Amy\nAmy Mullen\, CFP® is Vice President of Money Quo
 tient. In this role\, she frequently presents at national financial indust
 ry conferences on the benefits and effectiveness of a values-based approac
 h to financial planning\, understanding clients’ financial motivations a
 nd how to guide them through change\, and creating long-lasting client-pla
 nner relationships.
ATTACH;FMTTYPE=image/jpeg:https://whatisfinology.org/wp-content/uploads/20
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CATEGORIES:Finology Forum
LOCATION:https://finology.thrivecart.com/amy-mullen-finology-forum-23/
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