In this article from Practice Management Solutions, India-based M.Q. Licensee and 2011 Ken Gillaspie Legacy Fund scholarship recipient, Partha Iyengar, describes his experiences integrating Financial Life Planning® into his client meeting process. He touches on cultural challenges, his approach to meeting preparation, and how engaging in a life-centered approach has been rewarding for both him and . . . → Read More: Culture and Application of Financial Life Planning: A Personal Experience
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Jacqueline Kelm believes that we live in a world our questions create. In her book Appreciative Living, she writes, “The internal and external questions we ask steer our thinking, attention, and images in one direction or another which in turn directs decisions and creates our experience.” Most of us realize how important questions are in our client . . . → Read More: The Power of Questions When it comes to introducing the Financial Life Planning® process and Money Quotient materials to clients, we advise keeping things simple and straightforward. It is advisable to use client-centered language, explain the positive impact on your planner-client relationship, and emphasize that the process is essential to creating a financial plan that will incorporate their most important . . . → Read More: Introducing the FLP Process & M.Q. Tools to Clients M.Q. President, Carol Anderson, is a regular contributor to the FPA Practice Management Center Blog. Her most recent post explores the psychological concept of self-efficacy and examines how financial self-efficacy affects your clients’ lives. In his long career at Stanford University, Albert Bandura, world-renowned psychologist, has made tremendous contributions to our understanding of human behavior . . . → Read More: Financial Self-Efficacy in Your Clients’ Lives In this article from the March/April issue of FPA’s Practice Management Solutions magazine, M.Q. Licensee Advisory Board President, Michael Kay, CFP®, recounts how he shared his life-centered approach to financial planning with a group of financial professionals from India and also demonstrated a sampling of M.Q. Tools. Cultures and customs are different, but at the end of . . . → Read More: Teaching the International Language of Financial Life Planning A recent article in Financial Planning magazine profiles M.Q. Licensee Advisory Board member, Jeff Wheeler, JD. The article follows Jeff’s path to holistic, life-centered financial planning, and details the process he uses to engage his unique client base. Read More: Advisor to . . . → Read More: Advisor to the Stars M.Q. “Licensee Spotlight” articles interview veteran M.Q. Licensees and ask them to share their experiences with M.Q. tools and materials and the Financial Life Planning® Process. This “Licensee Spotlight” shines on Evan Shorten, CFP®. Evan is the founder and President of Paragon Financial Partners, a boutique Financial Life Planning firm based in Los Angeles, California that provides . . . → Read More: Licensee Spotlight: Evan Shorten This “Tool Examiner” article looks at the Present Financial Life tool. Present Financial Life (PFL) is a tool designed to create a life-focused, values-based context for your initial data gathering efforts with prospective and new clients. PFL will help to build rapport with your prospective and new clients while also keeping your “get acquainted” conversations efficient and . . . → Read More: Tool Examiner: Present Financial Life M.Q. President, Carol Anderson, is a regular contributor to the FPA Practice Management Center Blog. Her latest post shares the results of recent research into the relationship between spending choices and happiness. Although a number of studies have focused on the effect of income on happiness, Elizabeth Dunn, a social psychologist at the University of British Columbia, . . . → Read More: The Psychology of Giving Our friend Susan Turnbull, founder of Personal Legacy Advisors, LLC, is good at reminding us that the very best gift we can give another individual is our genuine interest. At M.Q., we often recommend her wonderful materials that assist in developing legacy documents such as ethical wills, oral histories, and expressions of donor intent (see www.personallegacyadvisors.com). . . . → Read More: The Best Gift |
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