MQ Partner and former team member Brenna Baucum, CFP®, CTS™ was recently interviewed on XYPN Radio with Maddy Roche. In this episode, Brenna talks about how she’s built her firm to 21 clients and $21 million in AUM in just 21 months. Brenna talks to Maddy about: The power of having an accountability partner and […]
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Dr. Christina Lynn Talks Motivational Interviewing with Dr. Daniel Crosby
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Christina Lynn dives deep into how advisors can enhance their practice by blending technical expertise with emotional intelligence. Christina Lynn, Ph.D., CFP®, AFC®, CDFA®, is a wealth management consultant specializing in the psychology of financial planning and is passionate about using Motivational Interviewing (MI) to […]
Kitces and Carl Talk About Financial Life Planning
In this episode of Kitces and Carl. In this episode, Michael Kitces and Carl Richards delve into the art of presenting life planning as a solution for clients’ deeper needs beyond just financial goals. They discuss identifying clients who would benefit from life planning by focusing on those who have achieved financial success but are […]
Derek Hagen on the How Did We Get Here? Podcast
Jess Bost and Mark Newfield invited Money Quotient’s Financial Behavior Specialist and Director of Education and Communication on their new podcast, How Did We Get Here. In this episode, Derek talks about his journey and how he ended up working for Money Quotient, following a sense of passion and purpose. What if I make […]
Michael Kitces on The Human Side of Money
Industry titan Michael Kitces joined Brendan Frazier on The Human Side of Money Podcast. In this episode, Kitces and Frazier talk about entrepreneurship, client relationships and communication, Michael’s method to uncover client values, and how many blue shirts he has! When we start getting down to those essences, then all of a sudden we […]
10 Ways to Evaluate Your EQ: The Financial Therapy Podcast
Financial Therapy pioneer and MQ Veteran Partner, Rick Kahler talks about emotional intelligence on his podcast, The Financial Therapy Podcast with Rick Kahler. Among the ten ways to evaluate EQ, self-awareness is one of the tougher ones. Limited self-awareness … is a sign of not having emotional intelligence. It’s a sign that I could […]
The Power of Financial Purpose
In a recent episode of the Standard Deviations podcast titled “The Power of Financial Purpose,” Andy Baxley, Senior Financial Planner at The Planning Center delves into the heart of financial planning, emphasizing that it’s not just about managing money—it’s about aligning finances with a more profound sense of purpose. Andy shares insights from his rich […]
How Financial Professionals Can Navigate Couples’ Relationship Dynamics
Financial advisors often need to navigate differing opinions, emotions, and relationship dynamics that can complicate the delivery and execution of financial plans. This eMoney article, “How Financial Professionals Can Navigate Couples’ Relationship Dynamics,” provides valuable strategies for recognizing and addressing signs of tension between partners. Identifying Signs of Relational Tension in Couples: Frequent arguments Imbalanced […]
Finding Financial Forgiveness with Trauma of Money Specialist Shannah Game
In a recent episode of the 50 Fires podcast, Carl Richards chats with Shannah Game, a Certified Financial Planner and Trauma of Money Specialist. They connect on their shared passion for discussing money and its multifaceted impacts on our lives. Shannah, host of the podcast ‘Everyone’s Talkin’ Money’, aims to reframe money as a tool […]
Engaging Clients Beyond Retention
In the recent Kitces article, “3 Question Types To Go From (Just) Retained To Highly Engaged And Happier Clients,” Meghaan Lurtz, PH.D., FBS delves into the critical distinction between client retention and client engagement. Maintaining clients isn’t enough—engagement is key. Disengaged clients, who appear content but are passive, might eventually leave for a more proactive […]