MQ Open Forum: How Biography Shapes Our Perspective

About the Webinar

Helping our clients reflect on their unique money history can provide tremendous insight into the observations and experiences that have consciously and subconsciously impacted them. These past experiences influence the money management and financial decision-making habits they use in their current lives. This new insight and awareness will allow your clients to analyze and decide on behavior modifications that would assist them in reaching their goals more efficiently without requiring your coercion. 

In this MQ Open Forum, we will provide an overview of the tools and resources available in this inquiry category and share tips and strategies for best practices. As a group, we’ll discuss what we’re trying to uncover with these tools, why it is important, and the successes and challenges you, our MQ Community, face in this inquiry category. 

This webinar is an excellent fit if you feel you’re still getting your arms around our suite of tools and resources or want a refresher of this fundamental inquiry category.

MQ tools and resources we will discuss:

• Biography Introduction
• Present Financial Life
• Financial History
• Personal Insights About Money
• Money Memories

Our MQ Open Forum webinars bring collaborative discussions to the virtual meeting space. Each session will focus on a particular topic and highlight the pertinent practical/emotional aspects of client relationships and processes. The format for each Open Forum will be similar:

• 20 minutes: We will begin with a brief introduction to the topic and share the MQ
  Perspective
• 20 minutes: We will provide a handful of questions before moving into small group breakouts, allowing you to discuss the topic, learning with and from others
• 20 minutes: We will reconvene as a large group to share the key takeaways

Be sure to take advantage of these valuable opportunities to interact with like-minded peers and gain new insights and ideas for your practice.