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The Questions That Change Everything: How Better Client Conversations Can Grow Your RIA

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As technology and AI make financial information and technical capabilities more accessible, how can independent advisors continue to stand apart?
The answer may lie less in having all the answers, and more in asking better questions.


Join Equita Financial Network and Amy Mullen, CFP®, President of Money Quotient, for a practical conversation about how deeper client discovery can help advisors differentiate their firms, demonstrate their value and build stronger, more enduring client relationships.


Drawing on Money Quotient’s 25 years of multidisciplinary research into psychology, communication, adult development and financial planning, Amy will share how thoughtful questions can uncover the values, motivations and life experiences that influence the financial decisions clients make. More importantly, she’ll explore how advisors can use those insights to connect financial recommendations to what clients truly want their money to accomplish.


Facilitated by Bridget Grimes, CFP® or Katie Burke, CFP® of Equita Financial Network, the conversation will explore how independent advisors can put these ideas into practice as they build and grow their firms.


Attendees will learn how to:

  • Ask questions that move client conversations beyond traditional financial fact-finding
  • Uncover the values, priorities and motivations that can shape financial behavior and decision-making
  • Create more meaningful prospect conversations that demonstrate the breadth and value of financial planning
  • Connect recommendations to the goals clients care about most, helping increase commitment and follow-through
  • Deepen existing client relationships through important life transitions, from retirement to legacy planning
  • Use human connection and communication as a competitive advantage in an increasingly AI-enabled profession
    For female independent advisors in particular, building a successful firm isn’t simply about delivering great financial advice. It’s about creating an experience clients remember

Watch the Recap Below

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Many sessions qualify for CFP® and NAPFA CE credits.

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