Elissa Buie, CFP® and David Yeske, CFP® join us for this timely webinar to discuss their strategies for implementing values-based “policies” with their clients in advance of potential difficulties.
Dr. Megan McCoy will provide an overview of this new field of research and practice, and explain how it can benefit you and your clients. She will also describe a specific approach to financial therapy that she created called Narrative Financial Therapy. Her presentation will conclude with an exploration of a specific Narrative Financial Therapy Intervention, “the Miracle Question,” and explain how to it can be applied in your client interactions.
Year Two and Beyond: Reimagining the Purpose and Potential of Your Client Relationship
Join us as we recap the highlights of the 2020 MQ Retreat!
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
