Goal setting is more than just listing aspirations. It’s about navigating the journey to your clients’ ideal lives, a process that evolves with time and experience. Let’s explore how advisors can empower their clients through this transformative process. Time for Reflection: Allowing clients the space to reflect on their vision fosters new insights and opportunities. […]
Did You Know
Issue-Driven Implementation
Your Annual Update meeting will often identify new concerns, life transitions, planning topics, or behavioral issues that you will want to discuss and plan for in the coming year. Use the Issue Driven Implementation Chart and Guide to help you determine which tools to use with your clients. Consider the following tool sequence for Retirement Planning: Retirement: […]
Your Keystone Deliverable: Key Elements
If you want a single tool to be the focus of every client meeting, make it Key Elements. During your initial Client Engagement following the Fundamentals of True Wealth process, all of the insights from every meeting and every tool can be placed into Key Elements. It is the ultimate deliverable from an initial engagement! […]
Tricks to Finding Your Favorite Tools Fast
While in the Materials Directory, simply search for the title of the tool you’re looking for, and quickly find the correct spot in the directory. While you have the tool open on your screen, be sure to click the star in the upper right corner next to the resource to add it to your “Favorites.” […]
Facilitating Discovery & Navigating the Conversation
Have you ever felt unsure about how to facilitate discovery with a tool you haven’t used in a while? Do you want to deepen the discussions you’ve been having with clients? Are you ready to implement more into your client conversations? Every Tool Guide in the Materials Directory includes a section titled, “Facilitating Discovery & […]
Journey into Elderhood
The Journey into Elderhood workbook is designed to guide clients through a series of exercises that will help them plan for, and take charge of, their aging process. These steps will not only prepare them for the challenges that lie ahead but also help them recognize opportunities to increase their life satisfaction and sense of […]
The Many Reasons to Share Completed MQ Tools with Clients!
Before, during, and after a client meeting, there can be a lot of benefits for your client to have access to their completed tool. Some of these benefits include: Priming their thoughts before the meeting with you to elevate their conversation Viewing their answers continuously during a meeting as you use your screens to navigate […]
Update in the Education Archive
If you haven’t logged into the Money Quotient Website for some time, be sure to check out all the updates we’ve made to the Education Archive! In addition to a little reorganizing, we’ve added several new recordings from 2022 and 2023 that vary in length from 20-60 minutes. Below is a list of the most […]
A New Tool for Retired Clients!
Thanks to an excellent recommendation from MQ Veteran Daniel Howard, we’ve created a new practice management resource to add to our retirement-focused materials suite. The Retirement Simple Financial Statement provides an easy opportunity to collect high-level financial information from prospective retired clients. If there are practice management resources or client tools you would like to […]
Use MQ Tools for Strategic Planning
The MQ “Business Owners” Tools aren’t just helpful for your business-owning clients. You can also use these same tools for your firm’s strategic planning meetings with your team! MQ Partners can find this and other business-related MQ Tools in the Materials Directory under “Common Situations – Ongoing Clients”. No matter the business need, there is […]