Licensee Spotlight: Brent Hamilton

Brent Hamilton | Licensee SpotlightM.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.

After graduating from Portland State University with a dual major in Economics and Finance, Brent Hamilton founded WBH Financial Services located in Lake Oswego, Oregon.  While attending college, Brent assisted in his father’s income tax preparation business.  This experience provided his credentials to become a Licensed Tax Consultant which allowed him to make tax consultation and preparation an integral part of his financial planning practice.

What attracted you to Money Quotient’s approach to life-centered financial planning?

Through more than 20 years of practicing as a financial planner, I continued to seek the missing piece.  Providing financial plans to clients focused only the financial aspects of their lives did not feel complete.  Helping clients identify their beliefs and values is more important than just getting great returns on the assets managed.  Return on Investments (ROI) is just one piece in the equation for a Return on Life (ROL).  In my quest for the Holy Grail, I worked with my local FPA chapter to sponsor George Kinder’s training program in Portland.  George’s training provided a theoretical framework for life style planning that left me wondering how to implement the concept into my practice. A couple years later I met Money Quotient President, Carol Anderson and sponsored an M.Q. training in my area.  Money Quotient provides an implementable life planning process.  What impressed me most about Money Quotient’s tools and process is that they are part of a research-based and time tested system that provides a practitioner the flexibility to implement all or any portion of the system successfully into a practice.

How long have you been using M.Q. materials? How long did it take to implement?

I began a Level 4 relationship with M.Q. in October, 2011.  With the compliance challenges of being dually registered, it took about 9 months to develop and implement all of the tools into a planning process with the help of M.Q. VP, Amy Mullen.  A framework and the skills to utilize Money Quotient tools are taught in the training sessions, but proficiency is obtained through continued practice and utilization, so I consider implementation to be an ongoing process.

How many M.Q. tools have you implemented into your client meetings? Describe the process you followed to implement the tools.

All Level 4 tools have been incorporated into a four meeting process.  The first is called a “Fit Meeting” and is used to collect basic information about a client to make the determination if they are a good fit for my business.  It also gives the prospect a chance to experience the planning process and determine if it is a right fit for them.  The second meeting focuses on goal setting and a collection of the quantitative data.  The third meeting is called “Preparing for Success.”  After combining the quantitative and qualitative information, it is used as a time to ensure we have heard the client, accurately assembled the quantitative data, and refined the process for prioritization and implementation.  The fourth meeting is a presentation of the plan.

How do the M.Q. tools enhance your client experience?

When dealing with only the financial part of one’s life, clients would quit a planning process when it became obvious they didn’t have the financial resources to meet their goals.  Life planning allows a client to first identify what is important to them and then examine what resources they have to make it happen.  When money is considered one of the arrows in the quiver of solutions, success becomes a real possibility.  The Money Quotient tools help a client develop clear and written vision of their goals increasing the chances of goal realization.

What has the life-centered approach done for you, both professionally and personally?

I have not been known as a patient person.  Endeavoring to develop the skills of listening to others has forced me to also develop the skill of patience.  It has helped me develop a clarity and understanding of my beliefs and values both personally and professionally.

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