Did you know Money Quotient has an active YouTube channel?
On the channel, Derek Hagen shares weekly educational videos and Shorts to help advisors strengthen the life side of their work.
You’ll find short, sketch-based lessons on:
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Incorporating values into financial planning
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Improving your communication and listening skills
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Exploring the emotional and psychological side of advice
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Practical ways to connect meaningfully with clients
Whether you’re looking for a quick insight or a new conversation tool, there’s something for every advisor who believes planning is about more than just the numbers.
Visit the channel and subscribe to stay up to date!