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Study: Financial Planners Underestimate Client Anxiety

02/15/2022  ·  NAPA

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MQ Research & Education™ is a 501(c)(3) non-profit organization founded on the belief that a multidisciplinary and research-based approach to financial planning, education, counseling, and therapeutic processes will guide best practices for fostering economic and personal well-being. To this end, we conduct innovative studies; form fruitful collaborations with researchers, scholars, and practitioners; and provide opportunities for in-depth learning and dialogue. Our goal is to facilitate a greater understanding of both the emotional and practical factors that support achievement of financial acumen and meaningful life goals.