The “FPA of Puget Sound News Flash,” providing monthly news from the Financial Planning Association of Puget Sound, recently featured a Member Spotlight interview with Money Quotient Licensee Alec Williamson. “News Flash” generously allowed us to share the interview with the M.Q. Community. In the interview, Alec offers his view on the value of M.Q. tools . . . → Read More: Interview with M.Q. Licensee Alec Williamson, CFP®
In this article from Practice Management Solutions, India-based M.Q. Licensee and 2011 Ken Gillaspie Legacy Fund scholarship recipient, Partha Iyengar, describes his experiences integrating Financial Life Planning® into his client meeting process. He touches on cultural challenges, his approach to meeting preparation, and how engaging in a life-centered approach has been rewarding for both him and . . . → Read More: Culture and Application of Financial Life Planning: A Personal Experience
In this article from the March/April issue of FPA’s Practice Management Solutions magazine, M.Q. Licensee Advisory Board President, Michael Kay, CFP®, recounts how he shared his life-centered approach to financial planning with a group of financial professionals from India and also demonstrated a sampling of M.Q. Tools.
Cultures and customs are different, but at the end of . . . → Read More: Teaching the International Language of Financial Life Planning
A recent article in Financial Planning magazine profiles M.Q. Licensee Advisory Board member, Jeff Wheeler, JD. The article follows Jeff’s path to holistic, life-centered financial planning, and details the process he uses to engage his unique client base. Read More: Advisor to . . . → Read More: Advisor to the Stars
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
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