Creating Stronger Client Relationships with Amy Mullen
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/
Subscribe to our mailing list
Become a Member
CPD in a Box, A discount on the annual conference, NextGen Premium content & much more
Get in touch
If you have questions, queries or would like to make a suggestions, please don't hesitate to get in touch with us.