Enhancing Your Ability to Identify Client Values

How can you learn about your clients’ personalities and individual characteristics based on their answers to your questions?  MQ President Amy Mullen, CFP® will share how the MQ Tools and Resources can provide opportunities to discover your clients’ true personal values, and how you can use this information to enhance the relationships that you strive to build with them. She will also share some other communication tips and techniques that will encourage clients to think more deeply and collaborate with you to identify goals.

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Financial Empathy and Inclusive Financial Wellbeing and Empowerment: Powerful Tools for Meaningful Client Relationships

Race, ethnicity, and gender play a significant role in how consumers interact with their own finances, as well as the financial services industry. This webinar will explore:

 

  • the universal and divergent areas of financial wellbeing for eight unique identity groups
  • the role of the planner in empowering individuals to improve their financial well-being through financial empathy
  • the surprising ways financial empathy can foster or derail trust in the planner/client relationship.

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First Step in Action

Money Quotient welcomes Sarah Catherine Gutierrez, CFP® to discuss how she implements and utilizes the First Step Cash Management System™.

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From Vision to Goals

A vision of one’s desired future may serve as a guiding light, but establishing a goal provides the roadmap and steps necessary to bring that vision to life.  Join MQ Partner Jenna VanLeeuwen, CFP® as she discusses how she utilizes the MQ Tools and Resources to help her clients define their goals and enact plans to make their visions reality.

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Guiding Clients to Giving With Intention

The array of options and opportunities in philanthropy can be complex and overwhelming. Money Quotient is excited to welcome Kelly Caffarelli, JD, and Faye Dresner, MBA, MSW of Resonance ATL, to share their expertise, experience, and knowledge in working directly with donors to ensure their contributions are making the desired impact.

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Improving Client Relationships and Outcomes through the Inclusive Financial Wellbeing and Empowerment Model

This webinar is an MQ Research & Education™ hosted event

Timi Jorgensen, Ph.D. will share how individual identity shapes the way we think, feel, behave, and interact with our financial world. We will dive into detailed findings that can unlock structural, behavioral, and cultural barriers your clients face in achieving financial health and explore tools and techniques to navigate the planner / client relationship and create more meaningful engagement with your clients. 1.5 CFP CE accepted by the CFP Board. 

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