Two great new M.Q. Learning Opportunities are coming up in September!

The first, “Marketing Your Financial Life Planning Practice,” presented by Justin Krane, CFP®, CIMA, will explore what it takes to market a Financial Life Planning® practice vs. a traditional financial planning firm, discuss packaging your unique process for marketing, and look at marketing techniques and materials. Justin will draw from his own experiences as Principal and President of an independent, fee-only financial planning firm, and will share ideas on creating a niche and differentiating your practice. Click here to read the full description of this event. Click here to download the registration form.

The second, “Level 1 Tool & Resource Overview,” presented by M.Q. President, Carol Anderson, M.S., will provide a detailed look at the Money Quotient Licensing Level 1 materials. Carol will provide a brief introduction to the academic and philosophical underpinnings of the M.Q. model of Financial Life Planning, and a more in-depth discussion of the tools and resources that comprise the Level 1 suite of materials. She will also explain how the materials are integrated into the client meeting process. Click here to read the full description of this event. Click here to download the registration form.

Both of these events are open to M.Q. Licensees and non-Licensees.

A new "First Step Training" Webinar Series begins next week! The dates for the new series are—

Part One: Thursday, August 12th from 1:00pm-2:30pm PDT
Part Two: Thursday, September 9th from 1:00pm-2:30pm PDT

The First Step Training Webinar Series provides instruction and training to Licensees of the First Step Cash Management System™. Each First Step Training Webinar Series will consist of two 90-minute training webinars. Within each series, there will be a month between the sessions to allow participants time to complete homework and gain hands-on experience with the First Step Cash Management System™.

The First Step Training Webinars will enhance understanding of the cash flow management concept, discuss the ways in which the Financial Life Planning® approach and First Step complement one another, and provide guidance around introducing and using the system with clients. These webinar series are presented by M.Q. Vice President, Amy Mullen.

These webinars are open to First Step Cash Management System™ Licensees Only.

These webinars are part of the First Step Cash Management System™ Licensing Agreement. There are no additional fees to participate in these webinars.

To register, please use the links below. Be sure to register for both sessions:

Register for Part One

Register for Part Two

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 webinar will also provide the opportunity to learn about planned upgrades to the M.Q. website, onsite training options, and upcoming Learning Opportunities. In addition, this webinar will offer attendees the opportunity ask questions, provide feedback, and share ideas.

This webinar is open to M.Q. Licensees only. There is no fee to participate. Please click here to register online. 

The deadline for receiving a discounted lodging rate for the August "Fundamentals of Financial Life Planning Training" in Washington State is Tuesday, July 13th! If you have been contemplating joining us, now is the time to register! This will be the final West Coast session of 2010! Training takes place August 4th-6th, don't miss out! Click here to download an information packet and registration form.

As an M.Q. Licensee, you are already dedicated to using a life planning approach to deepen your client relationships. In addition, you can use client seminars to further strengthen those bonds, attract new clients, and reinforce your professional network.

Join presenter Andy Landis for this roundtable e-discussion on hosting client seminars to learn what has worked for others and share what has worked for you. Many have discovered that client education is a win-win-win for the practice, the clients, and professional colleagues. This webinar will give you the tools to build a client education program that fits your unique practice.

This webinar will take place Tuesday, July 27th from 1:00pm to 2:00pm PDT. This webinar is open to M.Q. Licensees and non-Licensees. For pricing information, please click here to download the registration form.