Putting Money in the Context of Life.
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M.Q. Team Sightseeing in South DakotaCreated about a week ago
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Events
6 upcoming eventsSee All
- "Managing Client Expectations ...
Via Webinar
Tomorrow, November 10 at 11:00am - "M.Q. Tool Review: Personal In...
Via Webinar
Monday, November 30 at 11:00am - "M.Q. Semi-Annual Licensee Upd...
Via Teleconference
Tuesday, December 1 at 12:00pm - "Turning Stress into an Asset:...
Via Webinar
Thursday, December 3 at 11:00am - "M.Q. Tool Review: Visualize Y...
Via Webinar
Tuesday, December 8 at 11:00am - "Marketing Financial Services ...
Via Webinar
Thursday, December 10 at 12:00pm
Money Quotient
The workplace is a prime location to educate employees about financial matters and market financial services. Individuals in the workplace are concerned about making good choices with both present and future money. Workers are frequently faced with decisions about employer provided benefits, yet many lack the financial... knowledge needed to make the best decisions.
By combining financial information with benefit-related discussions, financial professionals can provide valuable information and support while simultaneously increasing their presence in the community.
This webinar, presented by Sally Hass, M.Ed., will provide new insights on the topic of workplace financial education. Sally is a nationally recognized authority on life and retirement planning, and the design and delivery of workplace life planning and financial education programs.
During this 60-minute webinar, you will:
* Explore the business case for marketing financial services in the workplace
* Receive tips for “getting your foot in the door” to market financial services in the workplace
* Review do’s and don’ts for a workplace financial education presentation
This webinar is open to M.Q. Licensees and non-Licensees.
The fee for Licensees is $15.00. The fee for non-Licensees is $20.00.
To participate in this event, please click the link below to download a registration form:
http://www.moneyquotient.org/download.ph
By combining financial information with benefit-related discussions, financial professionals can provide valuable information and support while simultaneously increasing their presence in the community.
This webinar, presented by Sally Hass, M.Ed., will provide new insights on the topic of workplace financial education. Sally is a nationally recognized authority on life and retirement planning, and the design and delivery of workplace life planning and financial education programs.
During this 60-minute webinar, you will:
* Explore the business case for marketing financial services in the workplace
* Receive tips for “getting your foot in the door” to market financial services in the workplace
* Review do’s and don’ts for a workplace financial education presentation
This webinar is open to M.Q. Licensees and non-Licensees.
The fee for Licensees is $15.00. The fee for non-Licensees is $20.00.
To participate in this event, please click the link below to download a registration form:
http://www.moneyquotient.org/download.ph
Time:12:00PM Thursday, December 10th
Location:Via Webinar
Money Quotient
Keep abreast of new developments at M.Q. and plans for the future. Money Quotient President and CEO, Carol Anderson, M.S., and Vice President and Director of Licensee Services, Amy Mullen, will announce what is hot off the press and discuss new offerings available to the M.Q. Community.
This teleconference will also pro...vide the opportunity to learn about planned upgrades to the M.Q. website, new onsite training options, and upcoming Learning Opportunities. In addition, hear about plans for 2010, ask questions, and share your ideas.
This teleconference is open to M.Q. Licensees only.
There is no fee for this teleconference.
To register, please e-mail: katrina@moneyquotient.org.Read More
This teleconference will also pro...vide the opportunity to learn about planned upgrades to the M.Q. website, new onsite training options, and upcoming Learning Opportunities. In addition, hear about plans for 2010, ask questions, and share your ideas.
This teleconference is open to M.Q. Licensees only.
There is no fee for this teleconference.
To register, please e-mail: katrina@moneyquotient.org.Read More
Money Quotient New today on the M.Q. Blog - "Presenter Profile" takes an in-depth look at Norm Boone, MBA, CFP®, and Linda Lubitz Boone, CFP®, presenters for the upcoming "Managing Client Expectations Using Investment Policy Statements" webinar. Read the article now on the M.Q. Blog!
Source: blog.moneyquotient.org
The M.Q. Blog is the blog for Money Quotient, a non-profit 501(c)(3) organization focused on education and research, and dedicated to developing the highest quality Financial Life Planning® tools and training.
Money Quotient
In this ongoing webinar series, each session focuses on a specific tool in the M.Q. suite of materials. In this webinar the "Visualize Your Future" tool is featured. M.Q. President, Carol Anderson, M.S., will provide an overview of the theoretical foundation, purpose, and design. In addition, she will recommend where t...o integrate the tool into your client meeting process and explain how the tool can be used to facilitate meaningful conversations based on client responses. Carol will also provide helpful tips and techniques. Participants will be invited to share their experiences with the "Visualize Your Future" tool.
This webinar is open to M.Q. Licensees only.
There is no fee to participate in this webinar.
To register, please e-mail: katrina@moneyquotient.org. Please specify the event you are registering for in your e-mail.Read More
This webinar is open to M.Q. Licensees only.
There is no fee to participate in this webinar.
To register, please e-mail: katrina@moneyquotient.org. Please specify the event you are registering for in your e-mail.Read More
Money Quotient
In turbulent markets, financial advisors are in a unique position of stress. You are not only faced with the drain of daily meetings with anxious clients, but you are also dealing with constant reminders of the market's impact on your own financial well-being. While stress is a hard-wired, fear-based reaction to a perc...eived threat, skilled advisors can turn stress into an asset.
In this webinar presentation, behavior change and high-performance specialist, Kristin Wehner Keffeler, MSM, will explore the “Four Steps to Choosing Fearlessness,” allowing advisors to not only differentiate themselves in a rapidly shifting market, but to seize the opportunity to build client trust by role modeling possibility.
As a result of attending this webinar, you will:
► Learn to recognize stress bio-cues in yourself and your clients
► Explore ways to re-focus your energy more productively
► Discover how to decrease the impact of stress reactivity on the decision-making and planning processes
This webinar is open to M.Q. Licensees and non-Licensees. The cost for Licensees to attend is $50.00. The cost for non-Licensees to attend is $75.00.
To download a registration form, please click the link below:
http://www.moneyquotient.org/download.ph
In this webinar presentation, behavior change and high-performance specialist, Kristin Wehner Keffeler, MSM, will explore the “Four Steps to Choosing Fearlessness,” allowing advisors to not only differentiate themselves in a rapidly shifting market, but to seize the opportunity to build client trust by role modeling possibility.
As a result of attending this webinar, you will:
► Learn to recognize stress bio-cues in yourself and your clients
► Explore ways to re-focus your energy more productively
► Discover how to decrease the impact of stress reactivity on the decision-making and planning processes
This webinar is open to M.Q. Licensees and non-Licensees. The cost for Licensees to attend is $50.00. The cost for non-Licensees to attend is $75.00.
To download a registration form, please click the link below:
http://www.moneyquotient.org/download.ph
Time:11:00AM Thursday, December 3rd
Location:Via Webinar
Steve Swicegood No snow, wind or a little head cold could keep this from being a G-R-E-A-T training session! And the "Taste of Naz" was an added bonus! Good work guys!
Money Quotient wrapping up a great "FFLP Training" in snow-covered South Dakota! Great insights and intentions!!!!
Money Quotient is getting ready for a c-c-c-old second day of "FFLP Training!" Snow on the ground this morning with more coming and up to 30 mile per hour winds!!! Glad we packed our boots and mittens!
Money Quotient had a wonderful time sightseeing yesterday in the Black Hills and is happy about the great start to "Fundamentals of Financial Life Planning" Training today!
Money Quotient is getting excited for the trip to South Dakota!
Money Quotient New on the M.Q. Blog: A "Brian Koval's Coaching Corner" article chronicles the goal setting journey of one couple, highlights a simple addition Brian made to the process, and discusses how that change impacted their plans going forward. Take a looksie on the M.Q. Blog!
Source: blog.moneyquotient.org
The M.Q. Blog is the blog for Money Quotient, a non-profit 501(c)(3) organization focused on education and research, and dedicated to developing the highest quality Financial Life Planning® tools and training.
Money Quotient New "M.Q. Newsflash" on the M.Q. Blog! M.Q. Veteran Licensee, Michael Kay, CFP®, CPA, needs your input for a book he is currently writing! Please visit the M.Q. Blog to learn more, read Michael's question, and receive instructions for submitting your contribution.
Source: blog.moneyquotient.org
The M.Q. Blog is the blog for Money Quotient, a non-profit 501(c)(3) organization focused on education and research, and dedicated to developing the highest quality Financial Life Planning® tools and training.
Money Quotient President of the M.Q. Licensee Advisory Board, Michael Kay, CFP®, CPA, weighs in on the financial habits of parents vs. childless couples in this interesting MSN Money article. M.Q. friend H. Jude Boudreaux, CFP® is also quoted.
Source: articles.moneycentral.msn.com
Child-rearing bills don't end for 18 years or more, but neither do the tax credits and deductions that can save you $60,000 on raising your little one.
Money Quotient Did you miss the Impact Communications "Twitter Live with Industry Thought Leaders" session yesterday at the FPA Conference? Catch all that you missed with posts and video clips from each presenter on Marie Swift's blog. Be sure to look for M.Q. President, Carol Anderson! You can also check out the Tweets from the event at: http://twitter.com/fpAssociation
Source: fpatwitterlive.blogspot.com
This has been a wonderful session. What a variety Thank you to all of our Thought Leaders -- and to all of you who took time away from the exhibit hall (and your lunch!) to be with us today. It is truly ...
