Amy Mullen

Client Motivation & Change Specialist
CFP®
Portland, OR

Amy Mullen

Client Motivation & Change Specialist
CFP®
Portland, OR

Amy Mullen, CFP® is President of Money Quotient, Inc., an organization founded in 2001 that teaches financial professionals how to bring science to the art of relationships. In this role, Amy conducts training, provides individualized consulting, and frequently presents at national financial industry conferences on the benefits and effectiveness of a values-based approach to financial planning, understanding clients’ financial motivations and how to guide them through change, and creating long-lasting client-planner relationships. All programs and consulting provide a multi-disciplinary, evidence-based approach to financial planning that take into consideration both the practical and emotional aspects that promote financial well-being and life satisfaction. Outside of the office, Amy enjoys hikes, photography, live music, and cooking.

Speech Topics

Bringing Science to the Art of Relationship
  • Type of Presentation: Keynote, Breakout, Webinar, or Workshop
  • Audience: Financial professionals
  • Platform: Virtual or Live
  • Time: 60 minutes, 90 minutes, 2 hours, half day, full day
  • CE Eligible: Yes

Enhance the effectiveness of the work you do with your clients by taking a multi-disciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in your client’s financial beliefs, behaviors, and decisions.  During this presentation, Amy will demonstrate how to apply insights and knowledge from psychology, neurology, and biology to the work you do with your clients to increase effectiveness in the relationship and financial planning process. 

  • Gain insight into how to increase effectiveness in the work you do with your client by learning how to integrate concepts and theories derived from various disciplines including behavioral finance, positive psychology, and biology into your client meeting process.
  • Understand how relevant information such as core values, perspective, belief, and attitudes influence the clients’ level of engagement and motivation to participate int he financial planning process.
Linking Life Planning & Cash Flow Management: Your Most Important Client Conversations
  • Type of Presentation: Breakout or Webinar
  • Audience: Financial professionals
  • Platform: Virtual or Live
  • Time: 60 minutes
  • CE Eligible: Yes

Life planning and cash flow management 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.  

  • Explore the reasons why most advisors want to avoid cash flow and life planning conversations.
  • Learn how linking life planning and cash flow management will facilitate effective goals-based financial planning.
  • Learn how to create a powerful decision-making framework based on your client’s own values and priorities.
Belief Systems that Limit the Potential of Your Client Relationships
  • Type of Presentation: Keynote, Breakout, or Webinar
  • Audience: Financial professionals
  • Platform: Virtual or Live
  • Time: 60 minutes
  • CE Eligible: Yes

Join MQ President Amy N Mullen, CFP® in exploring belief systems engrained in the profession, adopted by financial planners, or fed to consumers that have influenced traditional business models and, consequently, many ineffective client experiences that we commonly see today. In addition, learn about some shocking findings in a 2022 study lead by MQ Research & Education and sponsored by FPA and Allianz Life, indicating a shift in clients’ perspective due to recent global events, about their relationship with their financial planner and why, now more than ever, advisors need to consider evolving their practices.

  • Explain the power of belief systems, how they are formed, how they influence all interactions in one’s life, and how they can be changed.
  • Report important findings from the 2022 study titled “Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment” and apply research insights to improving the planner-client relationship.
  • Identify belief systems that can undermine your personal and professional potential and apply appropriate paradigm shift to improve client experience and increase client engagement, trust, and commitment.
Become a Superhuman Financial Planner: Strengthen Your ESP (Extra-Sensory Perception) by Taking a Multi-Disciplinary Approach to Financial Planning
    • Type of Presentation: Keynote, Breakout, Webinar, or Workshop
    • Audience: Financial professionals
    • Platform: Virtual or Live
    • Time: 60 minutes, 90 minutes, 2 hours, half day, full day
    • CE Eligible: Yes

Enhance the effectiveness of the work you do with your clients by taking a multi-disciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in your client’s financial beliefs, behaviors, and decisions.  During this presentation, Amy will share research in behavioral finance, positive psychology, and biology and discuss various theories such as Principles of Adult Education, Self-Determination Theory, and Stages of Change.  She will demonstrate how to apply these insights and knowledge to the work you do with your client by introducing a 5-E Model for Effective Communication.  This model was specifically designed to enhance the 6-step Financial Planning process to increase the client’s level of trust and commitment in the advisor, client engagement in the financial planning process, and the effectiveness of the overall working relationship.

  • Gain insight into how to increase effectiveness in the work you do with your client by learning how to integrate concepts and theories derived from various disciplines, including behavioral finance, positive psychology, and biology, into your client meeting process.
  • Practice identifying relevant information such as core values, perspectives, preferences, and learning styles that will influence your client communication.
  • Learn how to fine-tune your communication and the way that you present your recommendations to better engage your clients and elicit more follow-through.
Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment
  • Type of Presentation: Keynote, Breakout, or Webinar
  • Audience: Financial professionals
  • Platform: Virtual or Live
  • Time: 60 minutes
  • CE Eligible: Yes

To understand how factors that promote successful client relationships have evolved over time, researchers from MQ Research & Education™ and Kansas State University replicated a 15-year-old study that examined communication practices and their influence on the development of client trust and commitment. The researchers also explored how the pandemic and the growing demand for diversity, equity, and inclusion have affected clients’ perspectives of their relationship with their advisor.  More specifically, this presentation will explore practical strategies for strengthening client relationships while also meeting the challenges and opportunities that are imbedded in 1) increasing levels of financial anxiety, 2) increasing use of virtual meeting platforms, and 3) growing demand for cultural awareness.

 

Financial Planning in Times of Uncertainty
    • Type of Presentation: Breakout or Webinar
    • Audience: Financial professionals
    • Platform: Virtual or Live
    • Time: 60 minutes
    • CE Eligible: Yes

The global pandemic and resulting economic uncertainty have had a profound effect on our sense of safety and control.  This experience has been dramatic and traumatic for many, but has also precipitated a healthy re-examination of the deeply held beliefs and self-sabotaging behaviors.  This current “consciousness” gives you, as financial planners, the perfect opportunity to engage your clients in important conversations that have the potential for changing the trajectory of their lives in a positive and profound way.

 

The anxiety produced by our unpredictable circumstances has triggered a shift back to basics in what consumers value most including home, family, calm, stability, saving, and savoring. In this session, Amy will discuss how integrating elements of a financial life planning process can help them gain clarity about these values, set meaningful goals, and create new healthy financial habits and perspectives in a post-covid world.  With this approach, you can not only build practical strategies that are aligned with the clients values, but also assist your client in rebuilding their emotional resilience to better cope with uncertainty in the future.

Self-Determination Theory: Leveraging Your Clients’ Innate Desire for Growth
  • Type of Presentation: Breakout or Webinar
  • Audience: Financial professionals
  • Platform: Virtual or Live
  • Time: 60 minutes
  • CE Eligible: Yes

Self-determination theory suggests that people are motivated to grow and change by three innate psychological needs: autonomy, competence, and connection. During this presentation, MQ President Amy Mullen describes how advisors can frame their work with clients to respond to these needs and enhance the financial planning process.

Introduced in their 1985 book, Self-Determination and Intrinsic Motivation in Human Behavior, Edward Deci and Richard Ryan developed a theory of motivation that suggests we are actively directed toward growth in these areas:

 

  • Autonomy: we need to feel that we are in control of our behaviors and goals. This feeling of autonomy is at the foundation of our belief that our actions will result in real change. Could a lack of autonomy be getting in the way of implementation?
  • Competence: we need to gain mastery and learn different skills. If we feel we have the skills we need to be successful, we’re more likely to take action to help us achieve our goals. How can advisors support their client’s competence and mastery of their financial lives?
  • Connection or relatedness: we must experience a sense of belonging and attachment to other people. What can advisors do to help clients tie their financial lives to the motivations that bring them a sense of connection?

This presentation will discuss the advisor’s role in nurturing their clients’ desire for autonomy, competence, and connection; suggest ways they can work with clients to uncover intrinsic aspirations; and provide tips for offering guidance to their clients that will foster positive change.

 

Testimonials

Our entire FPA of East Bay chapter felt Amy’s presentation and her style of presenting was phenomenal. She was truly incredible and inspired me to become a speaker and share the work I am so passionate about.

Sara Dorosti
J.D.
I’ve enjoyed listening to Amy Mullen present on multiple occasions. Amy presents as a curious researcher who is digging deep to understand what the data is telling us. Her style draws in the audience, and people feel like they’re analyzing the data together.  Whenever I heard her speak, the room was full, the Q&A was lively, and the conversation spilled over into the hallways. We invite her to speak every year at our conference.

Ross Marino, CFP®, CeFT®
CEO, Advisor 2X

Testimonials

Our entire FPA of East Bay chapter felt Amy’s presentation and her style of presenting was phenomenal. She was truly incredible and inspired me to become a speaker and share the work I am so passionate about.

Sara Dorosti
J.D.

I’ve enjoyed listening to Amy Mullen present on multiple occasions.  Amy presents as a curious researcher who is digging deep to understand what the data is telling us. Her style draws in the audience, and people feel like they’re analyzing the data together.  Whenever I heard her speak, the room was full, the Q&A was lively, and the conversation spilled over into the hallways. We invite her to speak every year at our conference.

Ross Marino, CFP®, CeFT®
CEO, Advisor 2X

Pricing

In-person Events: $2,500-$5,000

Virtual Events: $2,000

*Inquire about discounted pricing for non-profits and large group rates

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