Latest Research on Trust and Commitment w/ Amy Mullen скачать в хорошем качестве

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, titled ‘Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment.’ The study reveals a significant gap between what advisors think they are providing and what their clients actually feel they are receiving. Discover how the pandemic and global events have shifted clients’ perspectives, priorities, and values, underscoring the importance of ongoing discovery in a client-advisor relationship. Are you intrigued to find out how your early childhood money stories can influence your current decisions? Curious about how to execute a values-based planning exercise? Tune in to uncover these insights and more with Amy Mullen!