Whether you are a new Licensee or a seasoned veteran, we encourage you to join us for this informative session!  This webinar will provide you with the opportunity to explore the M.Q. Practice Management Resources Library.  Practice Management Resources are a valuable component of your M.Q. License.  The M.Q. Practice Management Resources Library contains items designed to keep your Financial Life Planning process effective and efficient, and provide added value to your clients.  The resources encompass both advisor-centered and client-facing pieces.  A selection of Practice Management Resources is available at all Licensing Levels.

In this webinar session, M.Q. Director of Communications, Katrina Liukko, will provide a detailed overview of the complete Practice Management Resources Library.  She will discuss the design and purpose of each item and share ways to insert resources into your client meeting schedule.

This webinar will take place Wednesday, June 26th from 10:30AM-11:30AM PDT / 1:30PM-2:30PM EDT.  This FREE webinar is open to M.Q. Licensees only.  For complete details and to register online, please CLICK HERE!

The "M.Q. in Action" series provides the opportunity to hear how other financial planners are utilizing the Money Quotient materials. Each session features a Veteran Money Quotient Licensee as the presenter. The Veteran Licensee describes the processes they use to integrate the M.Q. tools and materials into their practice and shares positive client experiences. The session concludes with an open forum for questions.
 
In this "M.Q. in Action" webinar, hear from Veteran Licensee Thom Allison, CFP®, Founder of Allison Spielman Advisors (ASA), a Financial Life Planning® and portfolio management firm located in Bellevue, Washington. Thom will discuss his implementation experience and explain how the M.Q. tools fit into his current client meeting process. He will also review the ways in which the M.Q. materials and the Financial Life Planning process have affected his client's experiences and his advisor/client relationships.

This webinar will take place on Wednesday, May 22, 2013 from 10:30AM-11:30PM PDT / 1:30PM-2:30PM EDT.

THIS EVENT IS FREE FOR M.Q. LICENSEES 
M.Q. Licensees, please CLICK HERE to register online!

THE FEE FOR NON-LICENSEES TO ATTEND IS $50.00
Non-Licensees, please CLICK HERE to register online!

(Those who choose to license Level 1 within 30 days of attending the webinar will receive a credit of $50.00 toward licensing fees).

The idea of Financial Life Planning is very appealing to many practitioners, but some find actually bringing it into their practice methods and processes daunting. This hesitation creates a gap between the desire to broaden one’s practice to include Life/Holistic Planning and the ability to actually do it.  As practitioners, we are torn between not wanting to do anything that might upset clients and seeing the need to introduce this aspect into both our life and practice.

This one hour webinar will focus on the transition period between concept and practice.  M.Q. Licensee Advisory Board President, Michael Kay, will discuss the process he engaged in and explain how it helped him make Financial Life Planning the cornerstone of his practice.  There will be ample time for questions and answers so come prepared with questions or issues that concern you!

This webinar will take place Wednesday, May 8, 2013 from 10:00am-11:00am PDT / 1:00pm-2:00pm EDT.

This webinar is open to both M.Q. Licensees and non-Licensees. The cost for Licensees to attend is $35.00. The cost for non-Licensees to attend is $60.00.

CLICK HERE for more information.

CLICK HERE to register!

Cash flow management and life planning are processes that provide immeasurable value to financial planning clients. In this webinar session, M.Q. Vice President Amy Mullen will examine how integrating user-friendly systems that link these two processes will engage your clients and empower them to affect positive change in their lives. She will also explain how using these processes will help your clients to focus on what is truly most important to them and provide tools that will allow them to survive and thrive in all market conditions.

This webinar will take place Wednesday, April 17, 2013 from 10:00am-11:00am PDT / 1:00pm-2:00pm EDT.

This webinar is FREE for M.Q. Licensees. The fee for Non-Licensees to attend is $30.00.

CLICK HERE for more information.

M.Q. Licensees, please CLICK HERE to register online.

Non-Licensees, please CLICK HERE to register online.

Money Quotient is headed to the East Coast this spring to conduct a "Fundamentals of Financial Life Planning" Training session! The training will take place in Whippany, New Jersey (23 miles NW of Newark Liberty Airport)! Don't miss this great opportunity to increase your Financial Life Planning skills, knowledge, and confidence. Plan now to participate in this in-depth training seminar.

The purpose of the "FFLP Training" course is to provide participants with a thorough overview of Money Quotient's unique model of life-centered financial planning. Included in this 3-day seminar is an introduction to our philosophical foundation and the academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of M.Q. materials and facilitate important discussions regarding implementation and related practice management issues.

The New Jersey session will take place Wednesday, April 24th through Friday, April 26th.

EARLY BIRD REGISTRATION DEADLINE IS WEDNESDAY MARCH 27TH!

CLICK HERE for full details and to register online!