Mental Models Are Powerful

Have you ever met with clients who are frustrated because they are failing to make progress toward achieving their most important financial or life goals?

Author S.J. Scott (www.developgoodhabits.com) writes, “The root cause of the ‘procrastination habit’ comes from our self-limiting beliefs.”  He further explains that self-limiting beliefs are generated by the mental models . . . → Read More: Mental Models Are Powerful

Facilitating Meaningful Conversations with the Financial Satisfaction Survey

As one of the cornerstones of the M.Q. Financial Life Planning toolkit, the Financial Satisfaction Survey (FSS) is likely part of your client meeting process, but are you using it to its full potential?  The Financial Satisfaction Survey addresses both the emotional and rational realms of an individual’s financial life and provides a means for identifying . . . → Read More: Facilitating Meaningful Conversations with the Financial Satisfaction Survey