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Davis Wealth Advisors in New Hampshire. Melinda will share how she implements and utilizes the Money Quotient materials with her firm's clients!">
MQ In Action – Melinda Davis, CFP®, CRPC®
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This webinar is an MQ Research & Education™ hosted event
In work environments, what sets the best managers above the rest? How can financial advisors apply these concepts about making progress, providing catalysts for progress, and nourishing progress to help clients in their financial lives? Join Thom Allison, CFP® as he discusses The Progress Principle to explain the emotions involved, and how to keep clients positively motivated.
1.0 CFP CE accepted by the CFP Board. ">
Using the Progress Principle to Better Serve Your Clients
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