History of Financial Life Planning pt 2

10/02/2018  ·  Hannah Moore

Hannah Moore, sits down with Susan Bradley, Elizabeth Jetton, Carol Anderson, and Rick Kahler to talk about the evolution of financial life planning, and why each of them views this “Financial Planning 2.0” as this profession’s future.

The MoneyZen Podcast

06/13/2017  ·  Manisha Thakor

Money Quotient Vice President, Amy Mullen. Topics in this wide ranging interview include the dividing line between “financial therapy” and “actual therapy” and the power of “knowing your why.” We also discuss several of the interdisciplinary studies that are the root of the Money Quotient process: family systems theory, life course theory, adult development theory positive psychology, stages of change and appreciative inquiry. Listeners will leave this podcast with an appreciation for this powerful and growing branch of the financial planning industry.