Events

Prev Month	View Month	Search	Go to Month	Next Month

2025 CE Summer Social

Wednesday, July 23, 2025, 1:30 PM - 4:00 PM PDT

Category: Events

2025 CE Summer Social

July 23rd, 1:30pm - 4:00pm

McMenamin's Kennedy School | 5736 NE 33rd Ave, Portland, OR 97211

The event will include 1 fantastic speakers followed by a networking happy hour. Our Programs Committee is working to find industry experts to speak on a variety of topics pertinent to the Financial Planning Industry. This event is one of our most anticipated events for the year. We hope to see YOU there!

Registration Details

Registration includes four education sessions, breakfast, lunch, and breaks with our sponsors and exhibitors.

Registration

FPA Member: $55
Non-member: $75

Register Here for One or More Events!

Schedule-at-a-glance
1:30 pm	Registration Opens
2:00 pm - 2:15 pm	Welcome & Opening Remarks
2:15 pm - 3:15 pm	Adapting to Changing Client Expectations: Strengthening Relationships in a New Era
3:15 pm - 4:00 pm	Networking Happy Hour - 1 hosted drink ticket
*schedule is subject to change

Session Details

Adapting to Changing Client Expectations: Strengthening Relationships in a New Era
Presented by Amy Mullen, CFP®, Money Quotient

This session builds on a foundational 15-year-old study by MQ Research & Education™ and Kansas State University, exploring the evolving factors that influence successful client-advisor relationships. With the effects of the pandemic, the increased demand for diversity, equity, and inclusion, and shifting client expectations, the way advisors communicate and connect with clients has undergone significant transformation. In this presentation, we will explore how these changes are reshaping trust and commitment in client relationships, and how financial planners can respond to new challenges like rising financial anxiety, increased use of virtual meeting platforms, and the growing need for cultural sensitivity. Attendees will leave with actionable strategies to adapt and thrive in modern client relationships.

Learning Objectives:

Define Key Factors in Client Trust: Understand the specific elements that affect a client’s level of trust and commitment to their financial planner.
Examine the Shifting Advisor-Client Dynamic: Recognize how global and national events have influenced client and planner perspectives on their relationship.
Identify Research-Based Methods: Learn applicable methods and strategies grounded in research that can strengthen your client relationships.
Enhance Communication Practices: Discover practical ways to adapt your communication to address the growing importance of virtual meetings, financial anxiety, and cultural awareness.

Meet the Speaker: 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.