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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Apr 13, 2021

Amy Mullen is the President of Money Quotient, a company that has developed tools and training to help advisors have more meaningful conversations with their clients. Money Quotient’s offering is unique in that they not only give advisors the tools to help clients achieve their goals, but they also help clients get clarity around what is most important to them so they can create goals they’re motivated to hit—and so the advisor becomes a partner in achieving those goals.

In this episode, we talk about how Money Quotient helps advisors guide their clients to gain self-awareness around their values and how that realization then helps make financial decisions easier for the client. Amy also shares the system that makes Money Quotient so unique and how this system helps advisors leverage the resulting relationship with their clients to create a fully developed client experience.

For show notes and more visit: https://www.kitces.com/224

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