Using the Progress Principle to Better Serve Your Clients

This webinar is an MQ Research & Education sponsored event.

1.0 CFP CE accepted by the CFP Board. 

About the Webinar:

Researchers Teresa Amabile and Steven Kramer collaborated on an examination of what sets the best managers above the rest. They documented their findings in their book The Progress Principle: Using Small Wins to Ignite Joy, Engagement, and Creativity at Work. Even though written in the context of the work environment, Amabile and Kramer’s concepts about making progress, providing catalysts for progress, and nourishing progress also apply to helping clients make improvements in their financial lives.

In addition to summarizing each of the Progress Principle concepts, presenter Thom Allison, CFP® will dive into the emotions involved and will demonstrate how to keep clients positively motivated. Thom will also provide tools and exercises that planners can immediately put to use in their work with clients.

Learning Objectives:

  • Identify key elements of the Progress Principle
  • Gain an understanding of the Progress Principle and how it applies to developing effective relationships with financial planning clients
  • Become acquainted with tools and strategies that employ the Progress Principle
    in a planner’s work with clients.

CFP Principal Knowledge Topic: 

H. Psychology of Financial Planning

About Thom Allison, CFP®

Thom Allison, CFP® – Helping financial planners create an extraordinary experience for their clients has been Thom’s focus since retiring from being a full-time financial planner. He founded Allison Spielman Advisors (ASA) in 1997 and sold it to The Mather Group in 2021. Prior to ASA, Thom was a founding partner at Financial Security Group. Thom became a CERTIFIED FINANCIAL PLANNER™ professional in 1988. He earned his Bachelor of Arts degree in Marketing from Loyola University in Chicago and his MBA degree with an emphasis in Finance from the University of Wisconsin – Whitewater. Currently, Thom lives in Cannon Beach, Oregon where he works when the tide is in and plays with his dog, Cayman, when the tide is out.

Registration Fee

This webinar is open to EVERYONE!

  • $35 – MQ Partners
  • $50 – Others