MQ President, Amy Mullen, CFP® will be a featured speaker at the XYPN LIVE conference in Atlanta, GA from September 19-21.
You can hear about the latest research results from MQRE in Amy’s presentation titled "Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment." Amy’s looking forward to connecting with members of our MQ Community while there so, be sure to connect with her regarding a pre-conference gathering! Can't wait to see you there!
Creative Strategies - Grounded Wisdom: Discovery Process and Policy-Based Financial Planning
Tuesday, August 15 11:00 am - 12:15 pm PT / 2:00 pm - 3:15 pm ET 1.5 CE pending acceptance by the CFP Board
All good financial planning rests on a foundation of good discovery. Understanding who and what matters to clients and why allows us to craft advice that clients will embrace and act on, while also fostering deeper levels of trust and commitment. Nowhere is this more true than when taking a policy-based approach, crafting compact decision rules that serve as a touchstone and guide during turbulent times.
Join us as we discuss approaches to both discovery and policy-based financial planning that have been shown to increase client trust and relationship commitment, while also improving client outcomes.
MQ Community Matchmaking!
MQ Partner Joseph Kuo, CFP® recently announced the merger of Abundance Wealth Planning and Financial…
AVID Chats: An MQ Partner Vlog
Jack Arnold, CFP® and David Harpool, AAMS® have created their Vlog AVID Chats to help…
Amy Mullen Speaks with Dr. Daniel Crosby
Dr. Daniel Crosby invited Amy to join the Standard Deviations Podcast for an episode on…
Meghaan Lurtz on the Impact of Questions to Relationships
Meghaan Lurtz spoke at The Exit Planning Summit and talked about the impact that questions…
Insights from MQRE Renewing a 15-Year-Old Study
Demographic shifts, economic challenges, political transitions, environmental threats, and a global pandemic have changed how financial professionals need to communicate with their clients. To better understand this evolution, MQ Research & Education™ and Kansas State University renewed a 15-year-old study that examined elements of a “life planning” approach and how these factors impact client trust and commitment. The resulting research report is available for review. In addition, researchers can now request access to the client and planner datasets for additional analyses.
Upcoming MQ Fundamentals
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Upcoming Events
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I Mean, Really, What is Risk Tolerance Anyway?
Since the dawn of time (well, that might be a tad exaggerative), financial advisors have…
Listen to Understand: The True Purpose of Client Discovery
In our work with financial planners, we frequently point out that a successful practice is…
Guiding Clients Through Life’s Challenges
As financial advisors, we often experience the privilege of being among the first to be…