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 recent additions:
NEW:
- Lessons Learned From the Pandemic, Shutdowns, and Financial Uncertainty
Dr. Marty Martin
Education Archive Location: Deeper Dives - Values-Focused Investing
Jacob Newcomer & Tanya Steinhofer
Education Archive Location: Practice Management - Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment
Amy Mullen
Education Archive Location: Deeper Dives - Creative Strategies – Grounded Wisdom: Discovery Process and Policy-Based Financial Planning
David Yeske and Elissa Buie
Education Archive Location: Practice Management