Time is running out to register for the final virtual Fundamentals of True Wealth™ Training Course of 2022, taking place via Zoom and our online classroom from September 28-30 and October 3-4, 2022. The final date for U.S. residents to register for the course is Friday, September 9. For those joining us from outside the […]
Did You Know
Using MQ Tools as Part of Your Marketing Materials
The “Introductions” to each MQ inquiry category make for a great blog that engages and educates your client or prospect. To create a “lead magnet,” you can include a “call to action” by including a link to an MQ Tool in the same inquiry category. This will allow the client or prospect to begin a personal exploration, […]
The MQ Forum is a Place for Answers
Are you considering changing your fee structure, thinking about succession planning, or wondering about a new piece of technology? These are just a few of the topics discussed on our MQ Forum, which MQ Partners can find in the password-protected resource portal. After logging in, follow the link in the upper-right corner. The MQ […]
New Materials Directory & Retirement Tools
Earlier this month, MQ President Amy Mullen shared exciting developments in our Annual MQ Partner Update. Highlights of the webinar include a review of new MQ Practice Management Resources, a demonstration of upcoming changes to our Materials Directory, and information about “Reset & Renew Roundtables” during MQ Partners’ respective anniversary months. This webinar contains a […]
Early Bird Rates End on July 28 for Fall Fundamentals Trainings
Register by July 28 to save $200 on a seat at one of our last two Fundamentals of True Wealth Planning trainings of 2022. The course is a prerequisite to licensing the Money Quotient materials, and graduates will earn 24 CFP CE. There are additional discounts for members of NAPFA, Nazrudin, and our alumni MQ […]
Webinar Recording: MQ In Action – James Hindes Integrating Money Quotient into the XYPN Tech Stack
Earlier this month, MQ Partner and Implementation Consultant James Hindes joined us for a Money Quotient in Action webinar. By showing his virtual workspace setup and walking through a sample client, he demonstrated how he incorporates the MQ True Wealth process with portions of the XYPN tech stack (Wealthbox, RightCapital) and other tech solutions (Pulse360). […]
The MQ Forum is a Place for Answers
Are you considering changing your fee structure, thinking about succession planning, or wondering about a new piece of technology? These are just a few of the topics discussed on our MQ Forum, which MQ Partners can find in the password-protected resource portal. After logging in, follow the link in the upper-right corner. The MQ Forum […]
MQRE in the News
Following the publication of Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment (FPA website login required), MQ Research & Education President Carol Anderson, M.S. has been very busy with interviews by publications and podcasts regarding its findings. Check out what she’s been up to on the MQRE website.
June 2022 Fundamentals of True Wealth™ Planning Virtual Training – Registration Ends May 20!
Graduates are eligible to license Money Quotient® tools and resources and will receive step-by-step guidance through our Implementation Consulting Program. This framework takes a three-prong approach to support: bi-weekly MQ Study Teams led by an MQ Consultant, bi-weekly Group Communication Workshops, with opportunities to watch demos and practice the tools, and a structured online curriculum […]
MQ Offers Advanced Communication Training Course
This spring, we are excited to visit Truepoint Wealth Counsel in Cincinnati, Ohio, for an advanced training The unique, two-day event will allow participants to explore and practice high-level communication techniques that maximize the efficiency and effectiveness of the MQ tools. This course has been accepted for 15.5 CFP CE by the CFP Board. Please […]