Blog

Thank you, Ed Jacobson

I was saddened to hear the news that Edward A. Jacobson, Ph.D.—my friend and colleague—passed away earlier this month.  I will be forever grateful to him for his wise counsel and loyal support of the work we do at Money Quotient.  In addition, he served as a beacon for a new way of thinking and […]

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The Emerging Role of Post-Retirement Work

When it comes to preparing for retirement, the old rules about money have been thrown out.  Therefore, adults of all ages need a new framework to guide and motivate their preparation for long-term financial independence.   In the past, the goal of traditional retirement planning has been to build a retirement “nest egg” of personal […]

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Comfort with Emotion

More than a decade ago, I had the opportunity to work on a fascinating research project that was co-sponsored by the FPA and partially funded by the CFP Board.   The study examined a large number of communication variables and surveyed both planners and clients.  The goal was to identify specific elements of communication that […]

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Know Thy Client

In our work with financial planners, we frequently make the point that a successful practice is built on knowing and understanding their clients.  We also emphasize that this objective can only be met through adopting the intention of getting in touch with each client’s unique frame of reference.  The reason this is so important is that […]

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Five Trends will Redefine Retirement for Your Clients

Life is a continuum—an accumulation of experiences that shape how we view ourselves, our families, and our world.  And, when we reflect on these experiences, we come to realize that our lives have been and will be permeated by change.   Of course, the same is true for your clients as well.  Therefore, it is […]

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What is Wisdom?

Ben Coombs has been a long-time friend of Money Quotient as well as an enthusiastic cheerleader and collaborator.  Therefore, I took special note when Michael Kitces invited Ben to publish a guest post on kitces.com titled “10 Wise Lesson Learned About Being A (Better) Financial Planner” In his introduction, Michael explains that Ben was a […]

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Nurturing Resilience

Everyone experiences both expected and unexpected transitions in their lives.   However, those who are resilient are better able to navigate change, bounce back from disappointment, and welcome new opportunities.  They persevere during difficult times and have a positive outlook even when experiencing trials and tribulations. Fortunately, resiliency is a trait or personal characteristic that […]

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Helping Clients to Prepare for Old Age with Meaning & Purpose

It is not uncommon for individuals to avoid thinking about growing old because it conjures up feelings of dread and anxiety as well as images of inactivity, sadness, and decline.  The truth is, however, that life can remain rich, satisfying, and meaningful throughout one’s lifespan.  Each life stage offers challenges, but incredible rewards as well.  […]

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The Benefits of Buying Time

Most adults are increasingly experiencing a time crunch.  The result is mounting stress and compromised health and vitality.  And yet, despite their best efforts, many individuals express frustration about not being able to bring tasks to completion or having enough time to focus on what or who is most important to them. Scientists have even coined […]

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Reframe Your Goal Setting Process for Client Success & Satisfaction in 2019

Goals are targets—something to aim for.  They give life direction and a sense of purpose.  In addition, a structured goal setting process provides a framework for anticipating, planning, and preparing for the future.  Despite these important benefits, many individuals are reluctant to set goals. Often this is because goal setting has been ineffective for them […]

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