Take a peek at this “FPA NexGen Experience 2011” video. The video highlights the vision of the next generation of financial planners. It was created by FPA NexGen—FPA’s young professional community—and features Money Quotient Vice President, Amy Mullen. Click here to watch the video . . . → Read More: “FPA NexGen Experience 2011″ Video
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Earlier this year I did a research project on the Slow Money movement for one of my college courses. My curiosity had been piqued after hearing Slow Money mentioned at a financial service industry conference. Slow Money was born out of necessity when the Slow Food movement began to realize that the majority of the obstacles faced . . . → Read More: Slow Money Just Might be the Right Pace… 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 Ron Wilkinson, CFP®. Ron has been a practicing life/wealth planner since 1981, and received his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial . . . → Read More: Licensee Spotlight: Ron Wilkinson 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 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 In this article published in the Minneapolis StarTribune, personal finance writer Kara McGuire interviews First Step Licensee, J.J. Sessions. He explains the integral role that the First Step Cash Management System™ plays in his financial planning work, and its positive impact on both his professional and personal life. I have budgeting on the brain. Who doesn’t, considering . . . → Read More: 3 Buckets, 1 Financial Future M.Q. Prez, Carol Anderson, is a regular contributor to the FPA Practice Management Blog. Check out her latest post which discusses how the current economic climate has prompted a large scale reevaluation of values and created the perfect opportunity to engage clients in rich conversations regarding their financial and life goals. The financial crisis and painfully slow . . . → Read More: Finding the Silver Lining Veteran Licensee and M.Q. Advisory Board President, Michael Kay, CFP®, is a regular contributor to the Psychology Today Blog. Check out his latest “Financial Focus” post which provides a terrific account of how the Money Memories tool provided two of his clients with a deeper understanding of each other: The young couple, married only a year or . . . → Read More: Same Language, Different Meaning? |
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