2024 Scholarship winnersRobert Paylor and BOD
(925) 778-1165 eastbayfpa@gmail.com

Date(s) - March 1, 2023
7:30 am - 9:00 am


“Linking Cash Flow Management and Life Planning: Your Most Important Client Conversation”

Presented by:
Amy Mullen, President
Money Quotient
*Qualifies for 1 hr of CFP CE

Cash flow management and life planning are services that provide immeasurable value to financial planning clients. By integrating these two processes, research shows that you will be more effective in engaging your clients and empowering them to affect positive change in their lives. Help your clients to focus on what is truly most important to them, and provide tools that will allow them to survive and thrive in all market conditions. In addition, you will develop long-term client relationships by initiating life changing conversations and providing a service that is central to their financial well-being.

Amy’s presentation will help advisors overcome obstacles and facilitate better conversations with clients. You will also learn how to create a powerful decision-making framework based upon each client’s own values and priorities.

Amy Mullen, CFP®, is President of Money Quotient, an organization that teaches financial professionals how to bring science to the art of relationship. In her role, Amy conducts training and consulting on the benefits and effectiveness of a values-based approach to financial planning. She helps advisors understand clients’ financial motivations and learn to guide them through change and create long-lasting relationships. Money Quotient’s multi-disciplinary, evidence-based approach to financial planning takes into consideration both the practical and emotional aspects which promote financial well-being and life satisfaction. Outside of the office, Amy enjoys hikes, photography, live music and cooking.