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Guest Speaker: Carol Anderson, Founder & President, Money Quotient and PPI Dean of Financial Life Planning

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Description:  In Drive: The Surprising Truth About What What Motivates Us, author Daniel Pink explores the latest scientific research on human motivation.  In particular, he focuses on the quality of motivation that is influenced by extrinsic aspirations versus intrinsic aspirations.  In addition, he defines the three key elements of true motivation.

  1. Autonomy—the desire to direct our own lives
  2. Mastery—the urge to get better and better at something that matters
  3. Purpose—the yearning to do what we do in the service of something larger than ourselves

All three components represent inner drives that—when liberated and working together—result in happier, more productive, and more fulfilling lives.

In this session, we will summarize key points in Drive and explore how they relate to our mutual goals of mastering and promoting the principles and practices of client-centered planning, explore the evolution of our “human operating system” from Motivation 1.0 to Motivation 3.0, and discuss ways to integrate and leverage the three key elements of Motivation 3.0—Autonomy, Mastery, and Purpose—into our interactions and planning work with clients.

Introduction to Our Guest Speaker

Carol Anderson, President, Money Quotient

Carol Anderson is the founder and President of Money Quotient. She has an M.S. in Consumer Economics & Family Resource Management and a diverse background in business, education, and financial services. Since 1989, Carol has focused on the issues of financial planning education, retirement preparation, life planning, and productive aging. As a researcher, writer, and consultant, Carol has worked with a broad range of companies and non-profit organizations in designing studies, conducting analyses, and compiling research reports.

In addition, Carol has written articles, developed publications, and designed educational tools, materials, and training workshops. She is a member of the Financial Planning Association, Purposeful Planning Institute, and Financial Therapy Association. When not working, Carol enjoys spending time with her family and pets, gardening, and hiking.

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