Adapting to Changing Client Expectations with Amy Mullen

Financial Behavior Thought Leaders · Jul 2, 2025 · 26m

[embed]https://youtu.be/BEK03no5uws?si=95J6tlrNaRomgKnb[/embed] In this episode of Financial Behavior Thought Leaders, host Dr. Mary Bell Carlson welcomes Amy Mullen, president of Money Quotient and one of Financial Behavior Keynote Group’s exclusive speakers. Amy is widely recognized for her work in helping financial advisors transition from a transactional approach to building truly transformational client relationships. With a background shaped by both hands-on experience and academic study—including earning her CFP—Amy’s journey to the keynote stage is both unexpected and deeply rooted in…