Many of the industry's best and brightest advisors have embraced a financial life planning methodology. Well known planners such as Rick Kahler, Marty Kurtz, Cicily Maton and Michael Kay all endorse the Money Quotient program. I'm a big fan so wanted to make sure you knew about the opportunity to participate in the following two training courses.
If you are on the East Coast, this is a wonderful opportunity to get the training and experience you need without traveling to Money Quotient's West Coast offices!
Fundamentals of Financial Life Planning
October 21, 22 and 23
This intensive 3-day course covers both the philosophical foundation and the practical application of the M.Q. model of Financial Life Planning. Gain hands on experience while learning how to integrate and custom-fit the M.Q. tools and processes to enhance your practice and strengthen your client relationships.
Increase your Financial Life Planning skills, knowledge and confidence. Plan now to participate in this in-depth training seminar.
Advanced Training: Client Communications & Discovery
October 24 & 25
Money Quotient will also conduct a 2-day Advanced Training, "Principles of Client Communication & Discovery," on October 24th & 25th. Completion of the "Fundamentals of Financial Life Planning" course is a prerequisite for attending the Advanced Training.
Visit www.MoneyQuotient.org to register or learn more!