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, […]

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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 […]

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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 […]

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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 […]

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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 […]

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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.

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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 […]

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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 […]

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