Get prepared to support your client's goals in the New Year! Helping your clients achieve their true life vision and align their finances with their goals and values often includes encouraging change in one or more facet of life. In order to successfully navigate the changes you advise, clients must be intrinsically motivated and personally connected to their financial plan.
In this webinar adapted from her 2014 M.Q. Retreat presentation, Money Quotient Director of Education, Katrina Liukko, will discuss the ways in which you can engage your clients and facilitate positive change by employing techniques related to understanding, empathy, reiteration, and clarification.
We will explore expert advice, psychological theory, and empirical research to discover why these areas are key to successfully motivating client change. Lastly, we will look at a practical and easy to implement application of what we have learned using the M.Q. Summary Sheets.
During this webinar participants will:
Katrina Liukko has been a member of the the Money Quotient Team for seven years. During this time, her roles and assignments have been diverse and multifaceted. This has allowed Katrina to develop a robust and in-depth knowledge of the M.Q. materials from both advisor and client perspectives. 
