M.Q. Licensees David Yeske & Elissa Buie Honored as “Transformational Advisers”

Congratulations to M.Q. Licensees David Yeske & Elissa Buie who were recently honored as “transformational advisers” in the 15th anniversary issue of InvestmentNews!

The purpose of this special edition was to look back at the people, events, and moments that have forever changed the business of financial advice.  To read the article, click . . . → Read More: M.Q. Licensees David Yeske & Elissa Buie Honored as “Transformational Advisers”

Licensee Spotlight: Jason A. Smith

M.Q. “Licensee Spotlight” articles interview veteran M.Q. Licensees and ask them to share their experiences with M.Q. tools and materials and the Financial Life Planning® Process.

This “Licensee Spotlight” shines on Jason A. Smith, CFP®. Jason is the Founder and Managing Principal of Hausman Advisors LLC, a fee-only Wealth Advisory Firm with offices in Portland and Hood . . . → Read More: Licensee Spotlight: Jason A. Smith

Interview with M.Q. Licensee Alec Williamson, CFP®

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®

Culture and Application of Financial Life Planning: A Personal Experience

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

Teaching the International Language of Financial Life Planning

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

Advisor to the Stars

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

The Best Gift

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

To Learn . . . Like a CFP

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

M.Q. Licensee Neal Van Zutphen Talks Turkey!!

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 Van Zutphen Talks Turkey!!

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

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