Rescheduled for Wednesday, May 26 at 11:00 a.m. PT / 2:00 pm ET.
Learn how to craft communication in a way that taps into the emotional brain, effectively building the motivation in your clients to work with you.
Rescheduled for Wednesday, May 26 at 11:00 a.m. PT / 2:00 pm ET.
Learn how to craft communication in a way that taps into the emotional brain, effectively building the motivation in your clients to work with you.
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.
Dr. Lance Palmer will discuss a study that explores the relationship between self-control (or self-regulation) and financial self-efficacy, and how these two constructs interact and potentially influence financial management behaviors.
We’re very pleased to welcome longtime MQ friend Michael Kay, CFP® as we discuss the Engage Stage.
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:
Money Quotient welcomes Sarah Catherine Gutierrez, CFP® to discuss how she implements and utilizes the First Step Cash Management System™.
Join us as we welcome Gregory Young, CFP©, who will discuss the First Step Cash Management System™.
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.
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.
Dr. Marty Martin, Psy.D., MPH, discusses methods of serving and supporting your clients through the COVID-19 era.
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.
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!