Creating an Effective Introduction Packet for Prospective Clients

Sharing who you are, what you do, and why you do it with prospective clients is an essential step to finding clients who will appreciate your unique approach to financial planning.  As a Financial Life Planning professional, connecting with prospective clients also allows you the opportunity to set yourself apart.  Aside from website messaging, a well . . . → Read More: Creating an Effective Introduction Packet for Prospective Clients

Licensee Spotlight: Karen H. Smith

M.Q. “Licensee Spotlight” articles interview Money Quotient Licensees and ask them to share their experiences with Money Quotient materials and the Financial Life Planning process.

This “Licensee Spotlight” shines on Karen H. Smith of  Hausman Advisors located in Hood River and Portland, Oregon.  Karen splits her time between managing the operations of the firm, client education, and . . . → Read More: Licensee Spotlight: Karen H. Smith

Boomers Choose a New Approach to Life and Money

In terms of adult development theory, life after 50 is typically a pivotal stage when individuals rethink the direction their lives are taking, confront their own mortality, and dare to ask themselves, “Am I really happy?”  However, what distinguishes Baby Boomers from previous generations is that they wear their existential crisis on their sleeves.  Rather than . . . → Read More: Boomers Choose a New Approach to Life and Money

Helping Clients Explore Their Money History

Attitudes and beliefs about money have their roots in value-laden messages picked up along life’s journey.  These money messages are not only clothed in the words of others, but in their behaviors as well.  Family and cultural messages have a profound influence on our money beliefs.  Intellectually we can disagree, but subconsciously the messages can affect . . . → Read More: Helping Clients Explore Their Money History

Helping Clients Achieve Life Goals in the New Year

January often finds us in a goal setting mindset. The fresh start the new year provides and the tradition of creating resolutions urges us to reflect on past goals and think about future desires. This is a great time to help your clients assess (or reassess) their life goals.

In your roles of partner, guide, . . . → Read More: Helping Clients Achieve Life Goals in the New Year

Licensee Spotlight: Jonathan Millican

M.Q. “Licensee Spotlight” articles interview Money Quotient Licensees and ask them to share their experiences with Money Quotient materials and the Financial Life Planning process.

This “Licensee Spotlight” shines on Johnathan Millican. Jonathan earned his B.S. in Human Environmental Sciences with a concentration in Family Financial Planning from The University of Alabama. Beginning as an intern he . . . → Read More: Licensee Spotlight: Jonathan Millican

Guiding Positive Change with the Life Transitions Survey

As one of the centerpieces of the M.Q. Financial Life Planning toolkit, the Life Transitions Survey is likely part of your client meeting process, but are you using it to its full potential?  The Life Transitions Survey is designed to help your clients better understand the inextricable ties between life and finance.  It will also open . . . → Read More: Guiding Positive Change with the Life Transitions Survey

New Thinking about Giving

With the holiday season fast approaching, many of your clients may have charitable giving on their minds.  As a Financial Life Planning professional, it is important to be armed with resources to help clients make giving decisions.  Regardless of how or where they choose to give, most of your clients would like to feel confident their . . . → Read More: New Thinking about Giving

Tips for Conducting Time Efficient Financial Life Planning Meetings

Time is a valuable commodity for both you and your clients.  Therefore, it is important to keep your M.Q. Financial Life Planning process focused and efficient.  This will help your clients stay engaged, assist you in accomplishing your meeting goals, and make your client conversations effective and meaningful.  A little bit of preparation goes a long . . . → Read More: Tips for Conducting Time Efficient Financial Life Planning Meetings

Nurturing Financial Capability

Financial capability is defined as the capacity—based on knowledge, skills, and access—to manage financial resources effectively.  All parents, of course, hope their children will grow up to be financially responsible, savvy, and confident adults.  However, because financial education has rarely been taught at home or in schools, most parents themselves feel ill-equipped to train and guide . . . → Read More: Nurturing Financial Capability