|Wealth Health Radio - 2009-01-31 - Money Quotient|
|Written by John D. Buerger, CFP®|
|Saturday, 31 January 2009 13:00|
Wealth Health Radio
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01-31-2009 - Money Quotient - Teaching Advisors a Life-Centered Approach
Our special guest this week is Amy Mullen who is the Vice President of Money Quotient, a non-profit organization with programs to teach financial advisors a "Life-Centered" approach to working with clients. Learn about Values-Based Life Planning and how it can help you achieve more or what is important to you and brings happiness into your life.
Introduction - What is Money Quotient and Life Planning
What Are "Values" / Inspiration to Launch Money Quotient
Is Using the Life Planning Approach Rewarding?
How to Find a Money Quotient Advisor / Other Resources and Articles
Money Quotient Can Change the World
How to Find a Values-Based Financial Advisor
Simple Steps You Can Do at Home to Start the Process
Tune in live each Saturday at 10am Pacific www.920kvec.com
|Last Updated on Tuesday, 03 February 2009 00:49|