The Best Gift

By The Money Quotient Team, on January 19th, 2012%

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

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To Learn . . . Like a CFP

By The Money Quotient Team, on December 30th, 2011%

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

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M.Q. Licensee Neal VanZutphen Talks Turkey!!

By The Money Quotient Team, on November 18th, 2011%

M.Q. Licensee Neal Van Zutphen is president of Delta Ventures Financial Counsel, Inc. also serves as a CFP Board Ambassador in Phoenix, Arizona.  As a member of this volunteer consumer advocacy program, Neal helps to educate the public on the importance of having a financial plan that supports one’s life goals and the value of . . . → Read More: M.Q. Licensee Neal VanZutphen Talks Turkey!!

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M.Q. Licensee Nick Nicolette Receives 2011 Heart of Financial Planning Award

By The Money Quotient Team, on August 19th, 2011%

On August 9th, the Financial Planning Association® (FPA®) announced its 2011 Heart of Financial Planning Award winners. The Awards recognize individual professionals, financial planning firms, FPA chapters, or organizations who engage in extraordinary work, contributing and giving back to the financial planning community and public through financial planning. Recipients embody the spirit of financial planning and . . . → Read More: M.Q. Licensee Nick Nicolette Receives 2011 Heart of Financial Planning Award

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Financial Planner as Strategist

By The Money Quotient Team, on July 13th, 2011%

More than anything, clients look to financial planners to act as change agents in their lives, helping them to realize their vision for the future as well as to prepare for the unexpected. Money Quotient Licensee, Dr. Dave Yeske, CFP®,  is currently engaged in research exploring the role of planners as change agents, supported by a . . . → Read More: Financial Planner as Strategist

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M.Q. Community at FPA NorCal Conference

By The Money Quotient Team, on May 11th, 2011%

Money Quotient is excited to announce that a number of folks from the M.Q. Community will be presenting at the upcoming FPA NorCal Conference in San Francisco, California. The NorCal Conference is a well-respected annual two day gathering of the top financial planning professionals from the Bay Area and across the nation. The conference attracts more . . . → Read More: M.Q. Community at FPA NorCal Conference

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Interview: Michael Kay and “The Business of Life”

By The Money Quotient Team, on May 5th, 2011%

Michael Kay, CFP®, Veteran Licensee and President of the M.Q. Licensee Advisory Board, was recently interviewed by New Jersey FPA Chapter President-Elect, Leslie Beck. Be sure to check out this brief, but informative article, where Michael discusses his recently published book, The Business of Life, and shares how he integrated a life planning approach into . . . → Read More: Interview: Michael Kay and “The Business of Life”

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Congrats to the Winter 2011 “FFLP Training” Class!

By The Money Quotient Team, on March 16th, 2011%

The M.Q. Team would like to send hearty congratulations to our most recent graduates of “Fundamentals of Financial Life Planning” Training! Our Winter 2011 class included a wonderful mix of participants willing to share their expertise, insights, and visions for the future. As always, we here at M.Q. learned right along with . . . → Read More: Congrats to the Winter 2011 “FFLP Training” Class!

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Michael Kay Publishes “The Business of Life”!

By The Money Quotient Team, on January 17th, 2011%

The Money Quotient Team would like to extend hearty congratulations to M.Q. Licensee Advisory Board President, Michael Kay, CFP®, on the publication of his book, The Business of Life: An “Inside-Out” Approach to Building a More Successful Financial Planning Practice! The book takes you through the process of examining your life, your business, and your client . . . → Read More: Michael Kay Publishes “The Business of Life”!

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Congrats to Marty Kurtz!

By The Money Quotient Team, on January 10th, 2011%

Our very best wishes to Marty Kurtz as he begins his term as the 2011 FPA President!!! We are so proud of him and appreciate all that he has contributed to his profession. Marty is the founder, President, and CEO of The Planning Center in Moline, Illinois, as well as the developer of the First Step . . . → Read More: Congrats to Marty Kurtz!

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