Curiosity: The Magic Ingredient

Tim Maurer hit the nail on the head in his recent Forbes.com article, “Curiosity: The Most Important Trait for Financial Advisors.”  I first met Tim in 2009 when—as the recipient of the Ken Gillaspie Legacy Fund scholarship—he participated in our “Fundamentals of True Wealth™ training course.  We have kept in touch over the years and […]

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Tending Your Practice

“Growth from the inside out” is a cornerstone value at Money Quotient.  To us, Money Quotient is more than a workplace; it is a platform for exploring each team member’s potential, and a supportive environment for pursuing growth and balance in all areas in life.  In addition, we believe that it is only through placing […]

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Leveraging the Reticular Activating System

An essential component of Money Quotient’s five step True Wealth™ Process is the Envision stage.  The objective of this stage is to assist your financial planning clients in creating a vision for the future that is fulfilling and inspiring.  This mental picture will include everything that is important to them and represent their unique version […]

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Fostering Charitable Hearts

For those with a charitable heart, they know the secret: the very act of giving makes us happier.  As advisors, you have the great privilege of helping your clients discover how best to meet their philanthropic goals.  Helping to deepen their connection with their money, then direct it with soulful purpose is some of the most […]

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Finding Your Good Trouble

Do not get lost in a sea of despair.  Be hopeful, be optimistic.  Our struggle is not the struggle of a day, a week, a month, or a year, it is the struggle of a lifetime.  Never, ever be afraid to make some noise and get in good trouble, necessary trouble.     John Lewis […]

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The Value of Mission

When your clients set goals that are especially meaningful to them, they experience a sense of mission.  They feel enthusiasm for the tasks that lie ahead and for what they intend to accomplish.  At every stage of life, having a mission gives them a reason to get up in the morning, a reason to bounce […]

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The Emerging Role of Post-Retirement Work

When it comes to preparing for retirement, the old rules about money have been thrown out.  Therefore, adults of all ages need a new framework to guide and motivate their preparation for long-term financial independence.   In the past, the goal of traditional retirement planning has been to build a retirement “nest egg” of personal […]

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Five Trends will Redefine Retirement for Your Clients

Life is a continuum—an accumulation of experiences that shape how we view ourselves, our families, and our world.  And, when we reflect on these experiences, we come to realize that our lives have been and will be permeated by change.   Of course, the same is true for your clients as well.  Therefore, it is […]

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Reframe Your Goal Setting Process for Client Success & Satisfaction in 2019

Goals are targets—something to aim for.  They give life direction and a sense of purpose.  In addition, a structured goal setting process provides a framework for anticipating, planning, and preparing for the future.  Despite these important benefits, many individuals are reluctant to set goals. Often this is because goal setting has been ineffective for them […]

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When SMART Goals Are Not Always Wise

Many of us have been taught about setting goals through the use of the SMART acronym.  The theory is that in order to be successful in our pursuits, our goals must be: Specific  Measurable  Attainable  Realistic  Tangible  However, for most financial planning clients, this goal setting template is rigid and uninspiring.  It puts the concept […]

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