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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The concept of Money Quotient was formed long ago, but officially established as an organization in January of 2001. Since that time, the M.Q. Team has been working hard to develop effective Financial Life Planning® tools and processes, and to conduct Learning Opportunities that will support your goals and provide you an effective life-centered approach to . . . → Read More: M.Q. Recipe for R.O.I. In the December issue of the Journal of Financial Planning, respected financial planning leaders David Yeske and Elissa Buie make a strong case for “Evidenced-Based Financial Planning.” They write: “The scientific method provides a framework for validating the profession’s best practices, so that practitioners can have confidence that their ‘best practices’ are based on the ‘best . . . → Read More: To Learn . . . Like a CFP The M.Q. Summary Sheets were created based on research that emphasizes the importance of reiterating and clarifying what the client has communicated throughout the meeting process, and connecting the financial plan directly to the client’s goals. In an article published in Investment Advisor, Steve Moeller explains, “Most people don’t get as excited about numbers and spreadsheets . . . → Read More: M.Q. Summary Sheets M.Q. Prez, Carol Anderson, believes that an appreciative mindset is likely the best predictor of increasing wealth and well-being in your clients’ lives. To learn why and how you can help to nurture a positive perspective on life and money, be sure to read Carol’s latest post on the FPA Practice Management Blog. Read More: The . . . → Read More: Appreciate or Appreciate? M.Q. Licensee Neal Van Zutphen is president of Delta Ventures Financial Counsel, Inc. also serves as a CFP Board Ambassador in Phoenix, Arizona. As a member of this volunteer consumer advocacy program, Neal helps to educate the public on the importance of having a financial plan that supports one’s life goals and the value of . . . → Read More: M.Q. Licensee Neal VanZutphen Talks Turkey!! Our ten second sound bite culture loves to use clichés. You know what a cliché is…. right? It is a brief statement meant to convey a universal truth that everyone supposedly understands. I say “supposedly” because, when you find yourself actually living out a cliché, you might find that the reality is something quite different. Take the . . . → Read More: Living a Cliché This “Tool Examiner” article looks at the Retirement: Thinking it Through tool. Research has shown that “degree of thinking about retirement” is the most powerful predictor of taking retirement planning action steps. The purpose of M.Q.’s Retirement: Thinking it Through tool is to stimulate thinking about retirement and to assess feelings and attitudes about that stage of . . . → Read More: Tool Examiner: Retirement: Thinking it Through In Drive: The Surprising Truth About What Motivates Us, best selling author Daniel Pink presents (in a very engaging and understandable way) the latest research in human motivation. One section, “The Good Life,” is particularly enlightening in regard to how we as individuals establish and pursue our life goals. Pink makes the point, and science confirms, . . . → Read More: Food for Thought: The Power of Purpose 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 Virginia Harriett, CFP®. Virginia has been helping clients build financial plans to meet their short and long-term goals for over 20 years. She is a Senior . . . → Read More: Licensee Spotlight: Virginia Harriett |
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