Part One: Thursday, August 12, 2010 from 1:00-2:30pm PDT

Part Two: Thursday, September 9, 2010 from 1:00-2:30pm PDT

The First Step Training Webinar Series provides instruction and training to Licensees of the First Step Cash Management System™. Each First Step Training Webinar Series will consist of two 90-minute training webinars. Within each series, there will be a month between the sessions to allow participants time to complete homework and gain hands-on experience with the First Step Cash Management System™.

The First Step Training Webinars will enhance your understanding of the cash flow management concept, discuss the ways in which the Financial Life Planning® approach and First Step complement one another, and provide you with guidance around introducing and using the system with your clients. These webinar series are presented by M.Q. Vice President, Amy Mullen.

These webinars are open to First Step Cash Management System™ Licensees Only.

These webinars are part of your Licensing Agreement. There are no additional fees to participate in these webinars. Additional sessions will be added as needed.

"Marketing Your Financial Life Planning Practice"

Tuesday, September 21, 2010 from 1:00-2:00pm PDT

You love Financial Life Planning® (FLP). You believe in the Money Quotient process. However, your business is not quite where you want it to be. You know that you need to go out and market your firm, but you're just not sure what to do—what steps to take, and the order in which to take them. It is challenging to find the time because you are busy juggling all of the necessary ins and outs—managing money, talking to clients, and spending time with your family. Yet developing a marketing plan is crucial if you want to expand your business.

M.Q. Coach and Veteran Licensee, Justin Krane, CFP®, CIMA, has some of the answers that you will need to grow and market your FLP practice. Drawing from his own experiences as Principal and President of an independent, fee-only financial planning firm, Justin will share ideas on creating a niche and differentiating your practice. He will help you to determine the questions that you need to ask yourself and your team members to successfully guide your practice along the marketing path. During this webinar presentation, you will explore:

► What it takes to market a FLP practice vs. a traditional financial planning practice.

► Marketing goals. Where is your firm now? Where do you want it to be?

► Identifying your target markets and giving your clients what they want.

► Marketing techniques and materials.

► Packaging your process for marketing.

► Scaling the marketing of your FLP firm.

"Level 1 Tool & Resource Overview"

Thursday, September 30, 2010 from 12:00-1:30pm PDT

The Money Quotient Level 1 materials offer a wonderful opportunity to “sample” the value of a qualitative data gathering process in developing successful, long-term client relationships. In this webinar session, M.Q. President and CEO, Carol Anderson, M.S., will provide 1) a brief introduction to the academic and philosophical underpinnings of the M.Q. model of Financial Life Planning®, and 2) a more in-depth discussion of the tools and resources that comprise the Level 1 suite of materials. As a result of attending this 90 minute webinar, you will learn how to:

► Integrate Level 1 tools into your Getting Acquainted and Annual Review meetings

► Develop an efficient and replicable life planning process

► Facilitate meaningful client conversations

► Recognize, capture, and summarize important qualitative data

► Establish and adhere to professional boundaries

This webinar is open to M.Q. Licensees and non-Licensees.

There is NO FEE for Licensees to attend. The fee for non-Licensees to attend is $50.00.

To register, click here to download the registration form. Please fax the completed form to 888.842.8435 or e-mail to learning@moneyquotient.org. You may also register via phone by calling the Learning Opportunities Desk at 360.697.4561.