MQ Educational Webinar – Belief Systems

About the Webinar

In an article published on Medium.com, author Tim Rettig described a belief system as an “invisible force”:

“For most people, their belief system is this invisible force that is influencing their behavior without them noticing. Become aware of how your beliefs affect your behavior, and consciously shape how your belief system develops. Your behavior and your habits will follow.”

Join MQ President Amy Mullen, CFP®, as she explores belief systems ingrained in the profession, adopted by financial planners, or fed to consumers that interfere with developing a successful financial plan and fulfilling client relationships.

Learning objectives:

• Gain a deeper understanding of the power of belief systems, how they are formed, and how they are changed.
• Learn how an expanded awareness of belief systems can enhance empathetic listening skills and increase communication effectiveness in a financial planning relationship.
• Learn to recognize belief systems that undermine your potential personally and professionally.
• Gain insight into potential paradigm shifts that can expand on the opportunities, flexibility, service, and value you provide to your clients.