Blog

From Mimetic Desire to Meaningful Living

12/03/2024

Most clients don’t come to us with a clear vision for their future. Often, they’re unsure of what’s possible and default to what they think they’re supposed to do, influenced by social expectations or the curated lives they see on social media.

Financial professionals can help clients expand their range of possibilities, breaking free from mimetic desire and narrowing down to a vision that aligns with their deepest values. By broadening their horizons, we empower clients to dream bigger, aim higher, and live lives they didn’t know were possible.

Helping People Feel Heard

11/19/2024

Listening is invisible until you show it.

Listening isn’t just about hearing someone’s words—it’s about helping them feel heard. In my latest article, I share how an eye-opening moment with a friend taught me the importance of showing you’re listening.

Listening without showing it leaves the speaker feeling unheard. The key is to balance genuine listening with visible engagement—like using open body language, warm tone, and eye contact.

Asking the Right Questions After Setbacks

11/14/2024

Reframe setbacks by asking “What now?” instead of “Why?” Focus on what you can control to build resilience and move forward.

The Power of Listening: Helping Clients Find Clarity in Chaos

11/12/2024

Clients often come to us with challenges that have rattled their sense of coherence and shaken their view of the world. While our instinct might be to jump in with solutions, sometimes the most powerful support we can offer is simply to listen.

When we listen well, we help clients organize scattered thoughts, work through Automatic Negative Thoughts (ANTs), and begin to rebuild a sense of clarity and coherence. By providing a safe space to process their thoughts, we help clients gain perspective on what has happened so they can start to ask, “What now?”

Facing Life’s Challenges

11/08/2024

We all face challenges; they’re guaranteed. There is a difference between setbacks and obstacles. It’s helpful to understand the difference.

Helping Clients Understand Themselves By Understanding Their Past

11/05/2024

Advisors can help clients gain a better understanding of their perspective by helping them understand their unique life history and how that’s shaped who they are.

Befriending Your Inner Voice

11/02/2024

Many of us view our inner critic as something that has to be beaten or fought against. Recognizing that it wants what’s best for you helps!

Seeking Alternate Explanations

10/11/2024

Have you ever made an assumption about someone, only to find out later you were wrong? We can prevent that with a little bit of curiosity.

Finding Meaning in Money: Nietzsche and True Wealth Planning

09/10/2024

Nietzsche said that those who have a ‘why’ to live can bear almost any ‘how.’ MQ’s True Wealth Planning process is designed to do to help.

What Are Best Practices in Values Clarification?

05/23/2024

In order to choose the values clarification methods that would work best in your client experience, its important that you first understand the various types of values that are relevant to uncover and what obstacles you might face that make this process difficult. Once you have this foundational information, it will be easier to evaluate […]