Please join Amy Mullen, President of Money Quotient, Inc our latest partner and our own ACP member Cole McClarren Thursday, July 17th @ 4pm EST! Money Quotient provides research-based tools and evidence-driven training that help financial planners integrate a deeper, more meaningful approach to client engagement. Their framework is grounded in behavioral science and designed to uncover clients’ core values, life transitions, and personal goals. By fostering insightful conversations and emotional connection, Money Quotient’s process enhances motivation, leading clients to more readily adopt healthy financial behaviors and follow through on their advisor’s recommendations. This structured, evidence-based approach not only builds trust and commitment but also strengthens long-term client relationships and planning outcomes. Come and learn about an ACP members experience first hand!
Register HERE