‘I’m Always Worrying’: The Emotional Toll of Financial Stress

In an article originally published by the New York Times, MQ colleagues Sara Asabedo, Rick Kahler, and Megan McCoy share insight into strategies for coping with concerns about inflation, uncertainty, and other money worries. They also discuss how to converse about these issues with family members. “ … [if] you know that you should be […]

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Herman Brodie – The Power of Trust

In this hour-long podcast, Dr. Daniel Crosby speaks with author Herman Brodie (The Trust Mandate, 2018) regarding topics such as how advisors can strengthen their clients’ trust, and the low ratings that financial planners have experienced on the Edelmen Trust Barometer. “The issue is … the awareness of the kind of person I have in […]

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Tactics for Asking Good Follow-Up Questions

Insight from initial interviews  and conversations rarely provides truly useful information, as responses tend to be accepted without question while topics change quickly. However, there are valuable ways to dig deeper and learn more through proper follow-up questions. “Ask a follow-up that will help you really uncover what you are seeking to learn. Be curious, and […]

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Why You Shouldn’t Be Afraid to Ask Sensitive Questions

Asking the right questions at the right time is a complex task, especially when they may concern personal responses. In this interview, professors Einav Hart, Maurice Schweitzer, and Eric VanEpps share results of their research and discuss their paper, “The (Better Than Expected) Consequences of Asking Sensitive Questions.” “We’re finding that people consistently err on […]

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The Human Side of Money Ep. 49: Leveraging The Superpower Of Questions

The ability to ask great questions can strengthen bonds with relative strangers, and help to uncover details of their lives, thoughts, and feelings. In this podcast, MQ Retreat speaker Dr. Meghaan Lurtz explains how to unlock this very useful “superpower.” “We want the other person to be talking. It’s about figuring out those questions, so […]

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How Financial Planners Can Support Behavior Change

A lack of self-confidence in a client’s own abilities can result in “self-sabotaging money beliefs and behaviors.” The most recent MQ Blog addresses the concept of self-efficacy, its character-istics, and strategies for its practical application. “Financial planners who wish to help their clients implement better financial behaviors should not ignore the potential power of promoting […]

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