Join MQ President Amy Mullen, CFP® as she provides details regarding the the First Step Cash Management System™. Learn about this simple and unique approach to cash flow, how to use the process with clients, and fees for licensing and training.
Registration for this Fundamentals training has closed.
The first year of a client relationship keeps a financial advisor busy learning about the client’s motivations and goals, but the challenges continue in year two … and beyond! Join us as we discuss how to conduct more productive annual meetings with a stronger focus on financial planning, the importance of revisiting qualitative topic areas on a regular basis, and how to create sequences to MQ Tools and Resources to allow for deeper exploration into specific planning topic areas.
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Join us for this MQ Partner Update to keep abreast of new developments at Money Quotient and our plans for the future! Whether you are a seasoned veteran or new to the MQ Community, we strongly advise joining us for this free session.
Effectively managing time during client meetings presents many challenges that are often unique to your individual clients’ personalities and life circumstances. How can an advisor honor the discovery process and give their clients the time and attention they need while being practical about meeting length? Join Amy Mullen, CFP® as she discusses how use of the MQ Tools and Resources can ease the burden and increase your productivity!
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Motivational Interviewing is a communication style that helps strengthen clients’ motivation for and commitment to change. It explores your clients’ own reasons for change in a collaborative way that puts their interests first. Join Derek Hagen as he explains how this powerful skill can be used in your financial planning practice!
1.0 CFP CE, pending acceptance by the CFP Board.
Effective communication with a prospect and a well designed “Getting Acquainted Meeting” sets the foundation and trajectory for developing successful and satisfying long-term client relationships. In this workshop, we will discuss the psychological aspects at play in a client/planner relationship during the prospect stage of the process including client and advisor beliefs and biases. In addition, we will explore how to develop effective communication that connects to the client’s emotional brain, sets clear expectations, and builds motivation to take positive actions in their financial lives.
4 CE accepted by the CFP Board
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Why do your clients pay for your advice, only to actively ignore it? Join Derek Hagen as he uses tools from financial psychology, neuroscience, motivational interviewing, and behavioral finance to explain the stages of change that clients go through, how their brains respond to stress, and how to help them find their own motivation to change!
1.0 CFP CE accepted by the CFP Board.
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Registration for this training is now closed!
Difficult clients. Unexpected plot twists. Nightmare scenarios. At some point, all financial advisors have found themselves knee-deep and sinking in an uncomfortable mess. We invite you to bring your most difficult client stories, brainstorm potential solutions with other MQ Partners, and learn how to identify and introduce MQ Tools and Resources that will help you regain your footing and find a path forward!
Join us for an in-person, 3-day Fundamentals of True Wealth™ Planning training event in Corning, NY! Seating is limited to 18 participants – register now to reserve your seat!
REGISTRATION FOR THIS COURSE IS NOW CLOSED.
Register now for a course in June (virtual), September (Portland, OR), or October (virtual)!
In work environments, what sets the best managers above the rest? How can financial advisors apply these concepts about making progress, providing catalysts for progress, and nourishing progress to help clients in their financial lives? Join Thom Allison, CFP® as he discusses The Progress Principle to explain the emotions involved, and how to keep clients positively motivated.
1.0 CFP CE accepted by the CFP Board.
