Amy Mullen, CFP®, President of MQ, was a recent guest on the Only Fee-Only Podcast. In this episode, Amy discussed Shifting Paradigms in Financial Advice.
[The Senior Advisors] recognize that this is the direction that the industry is going, and they’re thinking about the next generations at their firm. They are thinking about ‘How can I set this up in a way for my successor that’s going to continue the evolution of this practice into the future?’…’How can we create a consistent client experience where we are nailing it every time?’
It is always wonderful to open these types of conversations with new groups of people. If you’d be interested in having Amy chat with your study group, speak at your local industry association chapter meeting, or share some insights on one of your podcast episodes, she’d love to join you! Just reach out at bradley@moneyquotient.com and we’ll set up a meeting to discuss your event!