Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading

financial advisors navigated the inevitable challenges that arise on the path to success

and get insight from leading industry consultants about how to break through to the next

level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 224th episode of the Financial Advisor Success podcast. My guest on today's podcast is

Amy Mullin. Amy is the president of Money Quotions, a company based in Portland, Oregon that's developed

tools and training to help advisors have better and more meaningful conversations with

their clients.

What's unique about Amy, though, is that her money quotient solutions give advice to the tools

not just to help clients achieve their goals, but to help clients get real clarity around

what's most important to them in their lives in But to help clients get real clarity around what's most important

to them in their lives in order to create the clearly defined goals that they're actually motivated

to work towards, and in the process, help the advisor become a thinking partner who journeys

alongside clients as they ultimately realize those goals. In this episode, we talk in depth about how Amy's firm helps advisors guide their clients to

gain that self-awareness around their values and what's important to them.

Why, with that understanding, it becomes easier for clients to make financial decisions that

will move them closer to the vision they've created of a fulfilled life.

And the reason that, in contrast to current behavioral finance

framework, Amy posits that people are perfectly capable of making good decisions on their own,

despite their irrational biases, as long as they have a process to help them understand the

possibilities available to them and properly weigh the pros and cons of the financial

...