You have to see the latest in the Money Quotient Forum! Be part of all the advisors that come to hone their craft. The conversations are ranging from New Fee Structure and Wealthbox CRM Workflows to Outsourcing Planning Work and Retirement Book Recommendations. Create a discussion with your tips and tricks, connect with like-minded professionals, share your […]
Community Updates
Anniversary for June-August MQ Partners!
Congrats to all the MQ Partners celebrating their 5+ year Anniversaries! Paul Strebel, CPA, CFP® – 21 Years Virginia Harriett, CFP®, AIF® – 20 Years Michael F. Kay, CFP®, CPA – 20 Years Thomas Deichert, CFP® – 18 Years Steven Singer, CFP® – 18 Years Thomas Allison, CFP® – 14 Years Gregg Clarke, CFP® – […]
MQ Community Matchmaking!
MQ Partner Joseph Kuo, CFP® recently announced the merger of Abundance Wealth Planning and Financial Life Focus, led by fellow MQ Partner Jeremy Levinn, CFP®. The Money Quotient team is thrilled to learn of this amazing collaboration between members of the MQ community! Congratulations to all!
AVID Chats: An MQ Partner Vlog
Jack Arnold, CFP® and David Harpool, AAMS® have created their Vlog AVID Chats to help their clients understand both the emotional and practical side of financial planning. Congrats Gentlemen! From Chat #44: “We can help people craft their plan, if you will, all day long, but at some point there comes a time where you…have […]
MQ Community Discussion: Books for Soon-to-Be Retirees
A discussion of book recommendations for soon-to-be retirees has begun in the Forums section of the MQ website. Do you have any you would suggest? MQ Partners are encouraged to login and share more titles and resources, or to start your own thread with a question or discussion topic you’d like to explore with the […]
Meet Bradley, and Thanks to Rob!
Money Quotient is excited to introduce our newest team member, Bradley Cunningham! Bradley joins us as the Director of Relationship Development & Manager of First Step Cash Management. Previously, he was the Head of Operations for Forum Builders, a home building company headquartered in Utah. He also co-founded Lutello, a supply chain analytics company. […]
MQ Partner Lexi Olian’s The Humphrey Group Earns B-Corp Designation
Many companies that wish to reduce inequality, boost environmental sustainability, and promote social change seek recognition as a B-Corp. Money Quotient is thrilled to note that MQ Partner Lexi Olian’s firm, The Humphreys Group, has recently qualified for this very prestigious achievement. We applaud their hard work and commitment to bettering their community!
May Anniversaries
This month, the following MQ Partners are celebrating their 5+ year anniversaries with the MQ Community! Georgia Hussey 10 Years Modernist Financial Evan Russell 19 Years Security First Advisors . . Rick Kahler 12 Years Kahler Financial Evan Shorten 16 Years Paragon Financial Partners . . Stacy Rerick 19 Years Security First Advisors Ron Wilkinson […]
MQ Partner Laura Stansell Named to Forbes’ “Top Women Wealth Advisors” list
Operating in California, MQ Partner Lauren Stansell is the first Yeske Buie team member to be recognized on Forbes’ “Top Women Wealth Advisors Best-in-State” list. Money Quotient joins those in our community in sharing a hearty congratulations for this outstanding achievement!
MQ Partner Rick Kahler publishes “Coupleship Inc.”
“A romantic relationship is one of the most important emotional decisions we make in our lifetime. It is also one of the most important financial decision of our lives. When partners commit, they merge their individual and often complicated relationship with money that also creates a financial partnership, which we call Coupleship Inc.” MQ Partner […]