To Learn . . . Like a CFP

By The Money Quotient Team, on December 30th, 2011%

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

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M.Q. Summary Sheets

By The Money Quotient Team, on December 13th, 2011%

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

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