Money Quotient's Life Transitions Workbook Generator is a powerful tool that allows MQ Partners to create custom materials to suit individual clients' needs. These workbooks provide a list of questions that you will find helpful when beginning a conversation with your clients regarding transitions in their work, family, legacy, and financial lives. Additionally, each workbook contains a list of potential financial implications and client-facing resources pertaining to each specific transition. Gold and Platinum MQ Partners can access these tools by clicking on "Materials by Category" after logging into the MQ website, then selecting "Life Transitions Workbook Generator." For a demonstration, watch our 90-second walkthrough on how to use the tool. Each of the 50+ available worksheets is also available individually in the "Materials by Category" section by selecting "Life Transition Worksheets."
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Design Your Life for Happiness
In this hour-long interview, psychologist and professor Elizabeth Dunn follows up on her previous TED…
The MQ Forum is a Place for Answers
Are you considering changing your fee structure, thinking about succession planning, or wondering about a new piece of technology?
These are just a few of the topics discussed on our MQ Forum, which MQ Partners can find in the password-protected resource portal. After logging in, follow the link in the upper-right corner.
The MQ Forum is a place for like-minded planners to share a wealth of ideas and brainstorm with members of the MQ Community. We invite you to contribute to the discussion!
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How Financial Planners Can Support Behavior Change
In his article “Why Good Financial Behavior Isn’t Achievable Until You Believe That It…