MQ Research and Education

Conducted the following Research activities: feb 2022: completed and published developing and maintaining client trust and commitment in a rapidly changing environmenta 45,000 word Research report that was disseminated to members of financial planning association. Facilitated the following online courses: towards aware and value-centered investing - 13.5 cfp ce: a 10 week self-study online course. Facilitating positive change in your clients' financial lives - 10.0 cfp ce: an 8 week self-study online course. Conducted the following webinars: "values-based investing" with marco vangelisti and johnny roland; meet janine firpo: author of activate your Money: invest to grow your wealth and build a better world; financial empathy and inclusive financial wellbeing and empowerment: powerful tools for meaningful client relationships presented by timi jorgenson, phd. Planned and presented the following conference program: "nurturing resilient & rewarding client relationships in a rapidly changing environment" - oct 25-26, 2022: co-developed conference program with sessions based on results of 2021 study, developing and maintaining clients in a rapidly changing environment