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) […]
Identify the best way to approach a client, prospect or family member using the DISC Personality Test via Crystal Knows. Find where you land on this circle here for FREE. Digital Marketing 4 Financial Planners · Greg Skloot with Crystal Knows on DISC Personalities If the Golden Rule is to “do onto others as you […]
Being your best You want to give your best to your clients. I encourage you to consider your off time as part of your time management. It helps to support your well being to be your best. For Principals, the process of being a business owner is can be draining at times with all of […]
This episode of Digital Marketing for Financial Planners comes to you from the other side of the world, or at least my guest does. Ronald Sier, CFP® is a Dutch CFP® Professional who wants to help you be a smart financial planner. I’ve really enjoyed everything he shares on his blog See Beyond Numbers for a few […]