1 hr 5 min
Creating Stronger Client Relationships with Amy Mullen NextGen Planners
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- Careers
In this episode, Dan chats with Amy Mullen, who is the President of Money Quotient ®, a support service for financial planners to create stronger client relationships using great questions and research.
Here, they chat about the EQ + IQ = MQ equation that her mother, Carol, created, the importance of client relationships and also how to achieve true wealth.
Join our community: https://nextgenplanners.co.uk/join-our-community/
In this episode, Dan chats with Amy Mullen, who is the President of Money Quotient ®, a support service for financial planners to create stronger client relationships using great questions and research.
Here, they chat about the EQ + IQ = MQ equation that her mother, Carol, created, the importance of client relationships and also how to achieve true wealth.
Join our community: https://nextgenplanners.co.uk/join-our-community/
1 hr 5 min