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 into financial planning. She shares insights on how financial advisors can enhance client trust, satisfaction, and motivation by adopting a holistic, values-based approach.

In this episode, Chris and Amy discuss:1. Pioneering Research in Financial Behavior2. Improving Financial Literacy3. Growing Your Practice4. Why Legacy Matters

LinkedIn: https://www.linkedin.com/in/amynmullen/ 

Website: https://www.moneyquotient.com/

Twitter: https://twitter.com/amynmullen?lang=en 

Facebook: https://web.facebook.com/moneyquotient

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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.