January 20, 2026 Luncheon at the San Antonio Country Club with Amy Mullen, CFP®
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 relationship. 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.
"Bringing Science to the Art of Relationship: Insights from Behavioral Sciences"
Increase the effectiveness and add value to the work you do by taking a multi-disciplinary perspective when understanding your professional/client relationship, your client’s motivations, behaviors, and decisions, and how best to communicate. During this presentation, Amy will demonstrate how to apply insights and knowledge from psychology, neurology, and behavioral sciences to enhance client engagement and increase commitment and follow-through in financial planning and estate planning.
- Prerequisites: None
- Experience Level: Overview
- Advanced Preparation: None
- Teaching Method: Lecture
CE Submission:
- CLE - 1 Hour Pending
- CFP - 1 Hour Pending
- CPE - 1 Hour Pending
- CTFA - 1.25 Hours Pending
Event Information: Registration will open at 11:30am - Program will begin at 12:00pm.
