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Mastering Effective Listening

Clients who think their advisor really hears what they’re saying tend to stick around for longer.

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Visa Malaysia Rolls Out Two Initiatives to Promote Financial Literacy Through Games

Visa Malaysia Rolls Out Two Initiatives to Promote Financial Literacy Through Games
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#FASuccess: Georgia Lee Hussey on Aligning Your Firm With Your Values

#FASuccess: Georgia Lee Hussey on Aligning Your Firm With Your Values
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#FASuccess: Amy Mullen on Becoming a Thinking Partner with Clients

Financial Advisor Success Podcast! My guest on today’s podcast is Amy Mullen. Amy is the President of Money Quotient, a company based in Portland, Oregon that has developed tools and training to help advisors have better and more meaningful conversations with their clients. What s unique about Amy, though, is that her Money Quotient solutions give advisors the tools not just to help their clients achieve their goals, but to help clients get real clarity around what s most important to them in their lives in order to create the clearly defined goals that they re actually motivated to work towards, and in the process, help the advisor to become a thinking partner who journeys alongside their clients as they ultimately realize those goals.

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