MONEY QUOTIENT FUNDAMENTALS OF
FINANCIAL LIFE PLANNING
PORTLAND, OR | MARCH 2-4, 2015
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PUTTING MONEY IN THE CONTEXT OF LIFE™
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Money Quotient's "Fundamentals of Financial Life Planning" training is returning to Portland, Oregon in the 1st quarter of 2015!! This three-day event is scheduled for March 2-4, and will feature our brand new training model. The purpose of the "Fundamentals of Financial Life Planning" training course is to provide participants with a thorough overview of Money Quotient's unique 5-E client meeting process for delivering holistic financial planning services. This intensive three-day course covers both the philosophical foundation and the practical application of the Money Quotient 5-E model of Financial Life Planning. Gain hands on experience while learning how to integrate and custom-fit the Money Quotient tools and processes to enhance your practice and strengthen your client relationships. .
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M.Q. 5-E
FINANCIAL LIFE PLANNING PROCESS
EXPLORE
Develop and strengthen trust by establishing and demonstrating the importance of understanding your clients' values and priorities. ENGAGE
Facilitate a discovery process that will engage your clients' hearts and minds while also providing important insights regarding each person's unique frame of reference. ENVISION
Assist your clients in developing an inspiring vision of the future that will generate enthusiasm and lay the foundation for meaningful life and financial goals. ENLIGHTEN
Present your financial plan and advice in a way that communicates an understanding of your clients' concerns, interests, and aspirations while effectively linking financial strategies to their life goals. EMPOWER
Utilize proven strategies for keeping your clients engaged, motivated, and on the path to achieving their life and financial goals. For additional information on the M.Q. 5-E Financial Life Planning Process, please review the document below: M.Q. 5-E Financial Life Planning Process Info Sheet
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Don't miss this great opportunity to increase your Financial Life Planning skills, knowledge, and confidence! Here's what other advisors are saying....
"The M.Q. system helps the advisor bring their unique abilities and talents into play with the best of discovery tools to provide a truly enhanced financial planning experience. Both advisor and client will appreciate the end results." - Marty Kurtz, CFP�, AIFA | The Planning Center | Moline, IL
"By using the M.Q. Tools, we are telling our clients how important THEY are to us and that knowing who they are and what they care about is of paramount importance." - Michael Kay, CFP�, CPA | Financial Life Focus, LLC | Livingston, NJ
"Money Quotient tools enable us to ask the right questions, allowing us to know our clients better and faster. Becoming part of the M.Q. Community will jump start your Financial Life Planning practice. You will learn what you need to know to help your clients live the lives they really want." - Michelle Maton, CFP�, EA, ATA | Aequus Wealth Management | Chicago, IL
"With Money Quotient, Anderson and Mullen have created something very special: a nonprofit devoted to providing advisers with tangible tools designed to elicit intangible information from clients."
- Tim Maurer, CFP� | The BAM Alliance | Timonium, MD
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LEARN
By attending this course you will learn and experience....
- The essential principles that comprise Money Quotient's unique model of Financial Life Planning.
- The practical and emotional factors that either enhance or hinder satisfaction and financial well-being.
- How to multiply the effectiveness of your discovery process.
- How to strengthen your communication skills and build meaningful, long-lasting client relationships.
- How to align financial advice with the unique set of values, priorities, and circumstances of the individuals and families you serve.
- How to use Money Quotient materials to increase awareness, engage interest, enlighten thinking, and empower action.
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COLLABORATE
Money Quotient offers a unique collaborative learning environment. You will appreciate....
- The opportunity to explore the depth and breadth of Financial Life Planning with like-minded professionals.
- Small class sizes and ample opportunities to contribute to the learning process.
- A Veteran M.Q. Licensee in attendance to answer questions and share his/her experience and insight regarding the Money Quotient tools and processes.
- Practical application of knowledge via interactive paired work assignments and group discussions.
- Daily "Harvesting" sessions to share ah-ha moments and a "World Cafe" session on the last day to discuss ideas, create personal implementation plans, and receive input from your classmates.
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REGISTRATION
Everything you need to know to sign up for this terrific learning opportunity....
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NON-LICENSEE RATE: Applies to individuals who are NOT Money Quotient Licensees. Those who choose to license within 30 days of attending the training course will receive a credit of $300.00 toward licensing fee.
M.Q. LICENSEE RATE: Applies to Money Quotient Licensees who have NOT previously attended a Fundamentals of Financial Life Planning Training course.
M.Q. ALUMNI RATE: Applies to Money Quotient Licensees who HAVE previously attended
a Fundamentals of Financial Life Planning Training course.
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MORE INFO
Want to get your hands on every last detail about Money Quotient and "Fundamentals of Financial Life Planning" training? Try these links....
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Includes complete training details for the March session including location, learning outcomes, lodging, and daily schedule.
Provides general information on the Money Quotient philosophy and process.
Provides in-depth information on Money Quotient materials and licensing options.
Houses a number of additional Fact Sheets featuring various aspects of Money Quotient materials and the M.Q. approach to financial life planning.
Contains articles about Money Quotient materials and Financial Life Planning.
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MONEY QUOTIENT
360.697.4561
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Give us a call and learn more today!
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