Timi Jorgensen, Ph.D.
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
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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Thom Allison
This webinar is an MQ Research & Education™ hosted event
As explained in The Paradox of Choice: Why More is Less, the more choices we are given, the less likely we are to make a decision. This phenomena is frequently demonstrated in financial planning relationships as well. Join Thom Allison, CFP® for a discussion of how this paradox of choice tends to affect people, and learn tips for recognizing when clients are stuck and need help moving past indecision.
1.0 CFP CE accepted by the CFP Board.
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Dr. Lance Palmer will discuss a study that explores the relationship between self-control (or self-regulation) and financial self-efficacy, and how these two constructs interact and potentially influence financial management behaviors.
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Thom Allison
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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Megan McCoy
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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Timi Joy Jorgensen, Ph.D. and Michael G. Thomas, Jr., Ph.D., AFC®
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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Janine Firpo
Join us for a discussion with Janine Firpo, author of Activate Your Money: Invest to Grow Your Wealth and Build a Better World (2021).
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Janine Firpo
MQU instructor Marco Vangelisti and MQ Partner (and course alumni) Johnny Roland will discuss “values-based investing,” which aligns financial plans and strategies with personal values.
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Megan McCoy
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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Megan McCoy
1.5 CFP CE pending acceptance by the CFP Board
Join us as we welcome David Yeske, CFP® and Elissa Buie, CFP®, who will discuss approaches to both discovery and policy-based financial planning that have been shown to increase client trust and relationship commitment, while also improving client outcomes.
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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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