Help Your Clients Make the Most of Their Regrets

In his latest book, The Power of Regret: How Looking Backward Moves Us Forward, Dan Pink flips regret on its head. Rather than looking to the emotion as a catalyst for guilt or shame, the book focuses on the best of what regret can do for perspective: provide the opportunity to make smarter decisions. Advisors […]

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Your Client is an Adult – 
Treat Them Like One

At the end of a thorough financial planning engagement, an advisor hands their client a beautiful spiral-bound packet of information and says, “Here is what you need to do to accomplish your goals!” Three months later, they are exasperated with a client who hasn’t implemented any of their recommendations. If this sounds familiar, you’re not […]

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Contagious Inspiration

“What Do You Do?” Have you ever met someone so excited about what they do that it’s contagious? They’re animated, leaning in, and inspiring you with their passion. If you haven’t met that person, you’ve probably listened to their Ted talk or heard them at a conference as a keynote speaker. Now, turn that thought […]

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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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