We are officially onboarded with a new billing platform, Ignition, and we are excited to roll it out to all of our Money Quotient Partners! Using Ignition offers everyone top notch security, a more streamlined process, and automated payments. Simplifying these processes benefits us both, providing more time to focus on what’s most important, serving our communities and clients. On this new platform you can add payment info securely, change payment anytime, get receipts automatically, and everything will be billed according to your existing billing schedule. Thank you to those who have already updated their payment info. If you haven’t gotten to it yet, make sure to check your inbox for the requested update! If you aren't seeing an email, reach out to us.
MQ Speakers at XYPN
Congratulations to these awesome MQ Partners who will be presenting at the XYPN Conference. Debbie…
A Life Transitions Podcast
JNBA Financial Advisors, an MQ Partner, just released the first episode of their podcast series…
Avoiding the “Righting” Reflex
Dr. Daniel Crosby invited Derek Hagen to join the Standard Deviations Podcast for an episode…
A Battle Between “Why” and “What Else”
In an incisive article about facilitating client conversations, Meghaan Lurtz, PhD, FBS advocates the utility…
Use MQ Tools for Strategic Planning
The MQ “Business Owners” Tools aren’t just helpful for your business-owning clients. You can also use these same tools for your firm’s strategic planning meetings with your team! MQ Partners can find this and other business-related MQ Tools in the Materials Directory under “Common Situations – Ongoing Clients”.
No matter the business need, there is a tool that can help:
- Identify Priorities for the Year: Client Experience & Relationship Survey & Financial Planning Practice Transition Survey
- Identify Core Values of each Team Member: Personal Insights from Your Career Path
- Identify Team Member Satisfaction with each Department : Wheel of my Business
- Discuss the Best Outcome of each Department: Visualize My Ideal Business
- Set specific goals for the Year: Clarify Your Business Goals
Upcoming MQ Fundamentals
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Upcoming Events
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When Saying “Stop It!” Doesn’t Work
Recognizing instinctual, subconscious, and engrained habits or responses is a challenging, but important, first step…
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…