Tool Examiner: Present Financial Life

By The Money Quotient Team, on February 15th, 2012%

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

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The Psychology of Giving

By The Money Quotient Team, on February 9th, 2012%

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

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