Congrats to all the MQ Partners celebrating their 5+ year Anniversaries this October! We are so happy to have you as part of our MQ Community! Jeff Wheeler, JD – The Wealth Collaborative 20 Years Annie Book, CLTC, ChFC – North Star Resource Group 13 Years Justus Morgan, CFP®, EA, RICP® – Financial Service Group 13 […]
Community Updates
MQ Partner Featured at Invest For Better!
Exciting news! On October 30th, Invest For Better will feature MQ Partner Laura Rotter, a distinguished member and leader at IFB, in an Ask The Expert Session on Financial Decisions During Life Transitions. She will shed light on making crucial financial decisions during life transitions. Come with your questions to this interactive open office hour session!
MQ Members at the FTA 2023 Conference!
Don’t miss the opportunity to connect with MQ Founder, Carol Anderson at the upcoming Financial Therapy Association Conference! Carol will be presenting a “Poster Session” along with Meghaan Lurtz, PhD, FBS™, on the latest research from MQ Research & Education on Client Satisfaction. In addition, don’t miss MQ Partner Richard Kahler, MS, CFP, CFT-I, CeFT, […]
An MQ Partner Recognized for Excellence!
MQ Partner Truepoint Wealth was recently voted One of the Best Places to Work in Cincinnati! The award was determined by confidential employee surveys in which team members assess their workplace on 15 culture drivers, including alignment, execution, and connection. We are thrilled to see the recognition they have received for the positive impact they […]
Chapter X Podcast Reaches 150 Episodes!
MQ Veteran and past Advisory Board member Michael Kay, CFP®, just hit 150 episodes on his podcast, Chapter X! Episode 150: Life After 50 with Mark Barnes and James Sturtevant. This podcast focuses on helping men transition to the next chapter of their lives after hard-charging careers. “We talk about listing some of your shortcomings […]
September Anniversaries!
Congrats to all the MQ Partners celebrating their 5+ year Anniversaries this September! We are so happy to have you as part of our MQ Community! Brad Michels, CFP®, QPFC – 19 Years Paul Fain, CFP® – 12 Years William Pitney, MBA, CFP®, CeFT®, CLU® – 10 Years Michael Frie, CFP® – 9 Years Karl Furno, CFP® […]
MQ Partners Talk Coffee and Life Planning on a Prolific Podcast!
Congratulations to two of our MQ partners who were recently featured on the ‘Why Not Mint Money’ podcast. Kshitija Shete talked about How Life Planning Can Help with Money Decisions. Vishal Dhawan gave insights on If You Should Drink Coffee or Invest that Money. “Life is a continuum. We learn and grasp from our surroundings and […]
Brenna Baucum, Forbes, and “The Cult of Never Enough”
MQ Veteran and Trainer, Brenna Baucum, CFP®, CTS™, was recently featured in Forbes How Your Money Mindset Could Be Leading to Burnout At Work. Are your clients members of the “Cult of Never Enough”? “The first is uncertainty about what actually is ‘enough.’ It’s impossible to feel comfortable when you have no idea how […]
MQ Speakers at XYPN
Congratulations to these awesome MQ Partners who will be presenting at the XYPN Conference. Debbie Gallant is leading a roundtable on what her firm has learned over 3 years of implementing Gino Wickman’s Entrepreneurial Operating System. Dillon Cobb will be sharing the triumphs and struggles of launching a firm and the power of a support […]
A Life Transitions Podcast
JNBA Financial Advisors, an MQ Partner, just released the first episode of their podcast series Navigating Life Transitions. Check out their first episode: How Do I Know I’m Ready To Retire? “There’s a huge emotional component in a lot of these financial decisions and especially when it comes to retirement given the uncertainty that’s wrapped […]