Media Mentions

Study: Financial Planners Underestimate Client Anxiety

71% of clients report experiencing financial anxiety. Here’s why financial planners could be missing the signs

Research Reveals Major Shifts in Communication and Trust Between Financial Planners and Their Clients

An article about a research project MQ’s own Carol Anderson spearheaded.

Research Reveals Major Shifts in Communication and Trust Between Financial Planners and Their Clients

Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment

Research Reveals Major Shifts in Communication and Trust Between Financial Planners and Their Clients

Derek Hagen on Michael Kitces’ Nerd’s Eye View: Using a Financial Purpose Statement for Mindful Spending

In this guest article for Michael Kitces’ Nerd’s Eye View, Derek Hagen explores how a Financial Purpose Statement can help clients make spending decisions that align with their values and priorities. By clarifying what money truly means in their lives, individuals can move from unconscious, stress-driven financial behavior to intentional, mindful decision-making. Derek outlines practical exercises advisors can use to help clients uncover their purpose and build a financial life rooted in meaning, not comparison.

The Role of Qualitative Data Gathering in Developing Client Trust and Commitment

The Human Side of Money Ep. 31: A 5-Step Planning Process For Syncing Emotional and Financial Well-Being with Amy Mullen (Part I)

Creating Stronger Client Relationships with Amy Mullen