MQ President, Amy Mullen, CFP® was thrilled to attract over 150 attendees to her pre-conference workshop at a new conference called SHIFT hosted by Advisor2X in March of this year! Amy’s talk garnered much enthusiasm, underscoring SHIFT attendees’ aptitude for holistic financial planning. Everyone who joined had the opportunity to join a drawing for a […]
Community Updates
Aurora Borealis and Monarch Butterflies
Our very own Danielle Howard, CFP® recently traveled to Alaska in search of the Aurora Borealis. When asked about the experience, she shared: Whether it was sitting by a stream surrounded by Monarch Butterflies in Michoacán Mexico or more recently traveling to Alaska watching the night sky for the Aurora Borealis, connecting with nature clears […]
Andy Baxley and AI Scams
In the February issue of the Journal of Financial Planning, MQ Partner Andy Baxley, CFP®, CIMA®, MSFP published the article: When Clients are Compromised about the threat of new financial scams and how to keep your clients safe. Imagine the following scenario—your client gets a call from someone claiming to be you, their trusted adviser. […]
Amy’s Latest Podcast
Amy Mullen, CFP®, President of MQ, was a recent guest on the AFO Wealth Management Podcast. In this episode, Amy discussed the recent MQRE white paper, Developing and Maintaining Client Commitment in a Rapidly Changing Environment, published in the FPA Journal. When advisors and clients were asked: How much does your planner know about your […]
A Maine Business B Corp Trailblazer!
MQ Partner, Cornerstone Financial Planning, has been listed in MaineBiz 2024 as one of Maine’s Largest Certified B Corporations™! Cornerstone Financial Planning was the first financial planning company in Maine to qualify for B Corp™ status and have been doing a great job ever since! Congratulations!
An MQ Partner’s Book on Paying for College!
MQ Partner Ann Garcia, CFP®, published a book last year titled “How to Pay for College: A Complete Financial Plan for Funding Your Child’s Education!” Having gone through the process herself with her kids, she combined her personal and professional experience to create the ultimate guide for paying for college. She even updated the chapter in […]
Our Partner Survey Winner!!
Recently, we sent out a survey to all of our Money Quotient partners in an effort to understand what is most important to you and how we are adding value to your practice. Currently, we are in the process of analyzing the responses and are already gaining great insights into how we can improve and […]
December Anniversaries!
Congrats to all the MQ Partners celebrating their 5+ year Anniversaries this December! We are so happy to have you as part of our MQ Community! Roger A. Shake, CFP®, RLP®, CeFT® – 19 Years Nicholas A. Nicolette, CFP® – 13 Years David Yeske, CFP® – 13 Years Matthew Hannum, CFP® – 12 Years Ross […]
Tim Maurer, Forbes, and Activating Wealth!
Tim Maurer, a former Ken Gillaspie Legacy Fund recipient and longtime Money Quotient advocate, recently published an article with Forbes about A Simple Framework For Activating Your Wealth. He talks about some misconceptions about wealth, being rich, and materialism and introduces a framework for activating a more holistic view of wealth. “It seems the presumption […]
November Anniversaries!
Congrats to all the MQ Partners celebrating their 5+ year Anniversaries this November! We are so happy to have you as part of our MQ Community! Marjorie Burnett, JD, CPA, CFP®, RLP® – 19 Years Dennis Clavin, CFP® – 16 Years Jim Ries, CRPC®, AIF® – 14 Years Richard Taborda, CFP®, CIMA®, RICP® – 12 Years […]