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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 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 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. President, Carol Anderson, is a regular contributor to the FPA Practice Management Center Blog. Take a peek at her latest post in which she discusses how becoming aware of the important questions we ask ourselves can help us to clarify our priorities and create a framework for making positive change. There is a lot of . . . → Read More: Your Questions Shape Your Future M.Q. Prez, Carol Anderson, is a regular contributor to the FPA Practice Management Blog. Take a peek at her latest post which emphasizes the importance of helping clients discover what is most meaningful to them, and provides tips to help you do just that. The strongest foundation for the financial plans you create will always . . . → Read More: Values-Based Planning: Serving the Whole Person In this article published by the Chicago Tribune, M.Q. Veteran Licensee and Learning Opportunities Facilitator, Dr. Marty Martin, sheds insight on the psychology of money and provides sage advice with five steps individuals can take to improve their financial decisions and behaviors. “Are good investors those who only know how to save money, select a good investment, . . . → Read More: The Psychology of Money Last week I returned from a wonderfully intimate FPA conference in Santa Cruz, California called “Far West Round Up,” where I was honored to have the opportunity to speak and also attend as a participant. I learned that this conference – full of attendees who are passionate about the future of financial planning and eternally devoted . . . → Read More: Balance to Resilience |
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