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

Creating an Effective Introduction Packet for Prospective Clients

Sharing who you are, what you do, and why you do it with prospective clients is an essential step to finding clients who will appreciate your unique approach to financial planning.  As a Financial Life Planning professional, connecting with prospective clients also allows you the opportunity to set yourself apart.  Aside from website messaging, a well . . . → Read More: Creating an Effective Introduction Packet for Prospective Clients

Guiding Positive Change with the Life Transitions Survey

As one of the centerpieces of the M.Q. Financial Life Planning toolkit, the Life Transitions Survey is likely part of your client meeting process, but are you using it to its full potential?  The Life Transitions Survey is designed to help your clients better understand the inextricable ties between life and finance.  It will also open . . . → Read More: Guiding Positive Change with the Life Transitions Survey

Tips for Conducting Time Efficient Financial Life Planning Meetings

Time is a valuable commodity for both you and your clients.  Therefore, it is important to keep your M.Q. Financial Life Planning process focused and efficient.  This will help your clients stay engaged, assist you in accomplishing your meeting goals, and make your client conversations effective and meaningful.  A little bit of preparation goes a long . . . → Read More: Tips for Conducting Time Efficient Financial Life Planning Meetings

Introducing the FLP Process & M.Q. Tools to Clients

When it comes to introducing the Financial Life Planning® process and Money Quotient materials to clients, we advise keeping things simple and straightforward. It is advisable to use client-centered language, explain the positive impact on your planner-client relationship, and emphasize that the process is essential to creating a financial plan that will incorporate their most important . . . → Read More: Introducing the FLP Process & M.Q. Tools to Clients

M.Q. Summary Sheets

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