MQ President, Amy Mullen, CFP® will be a featured speaker at the XYPN LIVE conference in Atlanta, GA from September 19-21.
You can hear about the latest research results from MQRE in Amy’s presentation titled “Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment.”
Amy’s looking forward to connecting with members of our MQ Community while there so, be sure to connect with her regarding a pre-conference gathering! Can’t wait to see you there!
Creative Strategies – Grounded Wisdom: Discovery Process and Policy-Based Financial Planning
Tuesday, August 15
11:00 am – 12:15 pm PT / 2:00 pm – 3:15 pm ET
1.5 CE pending acceptance by the CFP Board
All good financial planning rests on a foundation of good discovery. Understanding who and what matters to clients and why allows us to craft advice that clients will embrace and act on, while also fostering deeper levels of trust and commitment. Nowhere is this more true than when taking a policy-based approach, crafting compact decision rules that serve as a touchstone and guide during turbulent times.
Join us as we discuss approaches to both discovery and policy-based financial planning that have been shown to increase client trust and relationship commitment, while also improving client outcomes.
