Webinars

Thom Allison

Using the Progress Principle to Better Serve Your Clients

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. 

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Derek Hagen, CFA, CFP®, CFT-I™, FBS®, CIPM

From Resistance to Action: Motivating Clients to Implement Your Advice

This webinar is an MQ Research & Education™ hosted event

Why do your clients pay for your advice, only to actively ignore it? Join Derek Hagen as he uses tools from financial psychology, neuroscience, motivational interviewing, and behavioral finance to explain the stages of change that clients go through, how their brains respond to stress, and how to help them find their own motivation to change!

1.0 CFP CE, pending acceptance by the CFP Board. 

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Megan McCoy

How Financial Therapy Can Aid in Your Financial Planning Practice

Dr. Megan McCoy will provide an overview of this new field of research and practice, and explain how it can benefit you and your clients. She will also describe a specific approach to financial therapy that she created called Narrative Financial Therapy.  Her presentation will conclude with an exploration of a specific Narrative Financial Therapy Intervention, “the Miracle Question,” and explain how to it can be applied in your client interactions.

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Derek Hagen, CFA, CFP®, CFT-I™, FBS®, CIPM

Motivational Interviewing in Financial Planning

This webinar is an MQ Research & Education™ hosted event

Motivational Interviewing is a communication style that helps strengthen clients’ motivation for and commitment to change. It explores your clients’ own reasons for change in a collaborative way that puts their interests first. Join Derek Hagen as he explains how this powerful skill can be used in your financial planning practice!

1.0 CFP CE, pending acceptance by the CFP Board. 

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Timi Joy Jorgensen, Ph.D. and Michael G. Thomas, Jr., Ph.D., AFC® 

Financial Empathy and Inclusive Financial Wellbeing and Empowerment: Powerful Tools for Meaningful Client Relationships

Race, ethnicity, and gender play a significant role in how consumers interact with their own finances, as well as the financial services industry. This webinar will explore:

 

  • the universal and divergent areas of financial wellbeing for eight unique identity groups
  • the role of the planner in empowering individuals to improve their financial well-being through financial empathy
  • the surprising ways financial empathy can foster or derail trust in the planner/client relationship.

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Megan McCoy

Lessons Learned From the Pandemic, Shutdowns, and Financial Uncertainty

1.0 CFP CE pending acceptance by the CFP Board. 

Is there a silver lining in the cloud? Is it true that you should never let a good crisis go to waste? This webinar will challenge you to reflect upon and reframe all the uncertainty, anxiety, and losses we’ve experienced on so many levels since March 2020. Lessons for you as an individual, a planner, and financial planning firm will be presented to enable you to move forward with a vision, get more comfortable being uncomfortable, get clear about what’s not changing, and move with emotional, behavioral and organizational agility and grace.

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MQU Alumni “Office Hour” Session with Marco Vangelisti

This webinar is an MQ Research & Education™ hosted event.

Instructor Marco Vangelisti has announced a networking event for alumni of his MQU course “Towards Aware and Values-Centered Investing” on Thursday, November 9, 2023 at 3:00pm PT / 6:00 pm ET, featuring special guest Vivienne Hsu, founder and CEO of LENDonate.

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Timi Jorgensen, Ph.D.

Improving Client Relationships and Outcomes through the Inclusive Financial Wellbeing and Empowerment Model

This webinar is an MQ Research & Education™ hosted event

Timi Jorgensen, Ph.D. will share how individual identity shapes the way we think, feel, behave, and interact with our financial world. We will dive into detailed findings that can unlock structural, behavioral, and cultural barriers your clients face in achieving financial health and explore tools and techniques to navigate the planner / client relationship and create more meaningful engagement with your clients. 1.5 CFP CE accepted by the CFP Board. 

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Thom Allison

Overcoming the Curse of Knowledge

This webinar is an MQ Research & Education™ hosted event

Join Thom Allison, CFP®  in a discussion of the “curse of knowledge,” its potential negative influence on planner/client relationships, and the techniques and strategies than can help overcome the pitfalls that may result.

1.0 CFP CE accepted by the CFP Board. 

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