What is a Money Quotient?

 Digital Marketing 4 Financial Planners · S2 EP 06 | Amy Mullen talks about Money Quotient What is a Money Quotient? Money Quotient focuses on both the subjective and objective factors that either enhance or hinder financial satisfaction and quality of life.  According to Money Quotient’s underlying philosophy, an individual’s “real” financial well-being (MQ) […]

Do you need a paraplanner?

Digital Marketing 4 Financial Planners · A Community of Paraplanners Share 0 Tweet 0 Share 0 Simply Paraplanner makes the hiring process easy Are you working alone right now? Are you feeling overwhelmed with all the work? Can you afford a paraplanner but don’t know where to look? Look no further than Simply Paraplanner! Their business […]

Appreciative Coaching with Jody Jacobson

8 months ago

 Digital Marketing 4 Financial Planners · S2EP4_Appreciative Coaching with Jody Jacobson In this episode, Jody and I talk about finding your ideal clients and then how to talk to them in a way that encourages them to tell you where they’re at and what they need. You want to set your client up to […]

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