Name: Susan Zimmerman
Job Title: Partner, ChFC, CLU, LMFT
Company Name: Mindful Asset Programs
Biography: Susan Zimmerman combines her psychology and financial planning experience of more than 25 years to help practitioners gain comfort and skill in client communications. Her conference speaking provides simple and positive therapeutic communication methods to save time, improve customer loyalty, and propel client implementation to new heights. Her newest book, Mindful Money for Wealth and Well-Being: Help Clients Strike a Balance in Financial Planning, was listed #1 "Must Read" for advisers by Investment News magazine in 2014. Susan holds the ChFC and CLU financial professional designations, is a Licensed Marriage & Family Therapist (LMFT), and Certified Clinical Trauma Professional (CCTP). Her programs and book, The Power in Your Money Personality have been featured in many publications, including the LA Times, St. Paul Pioneer Press, the Chicago Tribune, Smart Money, Investment News, Ticker and Woman’s World. Visit www.mindfulassetprograms.com for information about the new MAP for clients - an assessment you can use in your business that shows clients their money motive profile. It's the MAP that can be redirected for better choices with money. Check out the Motivated Asset Pattern assessment and Susan's speaking video at www.mindfulassetprograms.com.