Money Quotient welcomes Veteran MQ Partner Gary Dean to share how he and his firm are implementing and utilizing the Money Quotient materials.
MQ Invited Guest: Rick Kahler
MQ Veteran and Certified Financial Therapist Rick Kahler will discuss the differences between financial planning, financial coaching, and financial therapy, and how to know when a client relationship moves from one into another.
MQ Open Forum – Business Structures
What structures provide the most flexibility when integrating life planning conversations? How do different business structures influence how clients perceive where the value lies in your offering? Join us for this Open Forum discussion!
MQ Open Forum Webinar – Communication Skills
Once practical, repeatable processes are established, financial planners can always work to improve their active listening, facilitation, and communication skills to enhance the effectiveness of their client experience. Join us as we review frameworks to effectively navigate your True Wealth™ Planning conversations and discuss the communication skills you have learned, adopted, and proven to be helpful in your client relationships.
MQ Open Forum Webinar – Unique Ways of Using MQ Tools
Are you using the MQ Tools to their fullest capabilities? Join the MQ Community for a discussion regarding clever and unique ways to implement the article library, workbooks, transitions generator and much more!
MQ Open Forum: 2022 MQ Retreat Recap and Highlights
Join us as we recap the highlights of the 2020 MQ Retreat!
MQ Open Forum: Annual Update Meetings
Looking to add more structure, value, or engagement to your annual update meetings with clients? Hear about the MQ perspective and talk with your peers in the MQ Community about how they prepare for these important discussions.
MQ Open Forum: Creating Satisfaction and Living Into Values in Retirement
“Retirement planning” broadly encompasses pre-retirement, early-retirement, and later-retirement aspects. In this MQ Open Forum, we’ll talk about how you can help your clients intentionally design lives of contentment, not complacency, in each phase.
MQ Open Forum: Facilitating Awareness of Satisfaction and Values
Getting to the heart of what brings your client joy and purpose is crucial to a meaningful financial planning engagement. In this MQ Open Forum, we’ll share a few tips and strategies to uncover what brings your client satisfaction and get a sense of their core values.
MQ Open Forum: Generosity Planning
The very act of giving makes us happier. As advisors, you have the great privilege of helping your clients discover how best to meet their philanthropic goals, deepening their connection with money and directing it with soulful purpose. Join us and hear from our community about how they’re walking clients through generosity planning.
MQ Open Forum: Helping Clients Navigate Internal Conflict by Exploring Biography
Money can serve as a source of conflict in our client’s lives, often as a result of deep-rooted perspectives that have developed over time. Exploring past experiences can help to raise awareness of those perspectives and their origins. In this MQ Open Forum, we’ll discuss how exploring your client’s biography can help in specific scenarios, including clients who overspend, carry a scarcity mindset, or have more than enough financial wealth but feel generally unhappy.
MQ Open Forum: How Biography Shapes Our Perspective
Helping our clients reflect on their unique money history can provide insight into the experiences that have influenced their current money management and financial decision-making habits. It also allows them to analyze and modify behaviors to more efficiently reach their goals. In this webinar, we will provide an overview of the MQ Tools and Resources available in this inquiry category, and share tips and strategies for best practices.
MQ Open Forum: Legacy Planning – Creating Values-Based Continuity Across Generations
The word “legacy” conjures images of end-of-life and estate planning, but one’s actual legacy is something that is developed over a lifetime and is shaped by decisions and behaviors. Clarity around personal legacy aspirations can positively impact long-term planning and your clients’ everyday actions. Join us as we discuss the various interpretations of the word “legacy” that your client might have, and learn about the tools and resources MQ Partners can use to help clients explore their unique definition of a healthy legacy.
MQ Open Forum: The Empower Stage
In the final webinar of a five-part series, we will take an in-depth look at the Empower Stage of the True Wealth™ Process.
MQ Open Forum: The Engage Stage
Join us as we take an in-depth look at the Engage Stage, the second of the five stages in the True Wealth™ Process.
MQ Open Forum: The Enlighten Stage
Join veteran MQ Partners Brenna Baucum, CFP® and Jeanna Fifer, CFP®, CPWA® for a discussion of the Enlighten Stage, in which you will “present your financial plan and advice in a way that communicates an understanding of your clients’ concerns, interests, and aspirations while effectively linking financial strategies to their life goals.”