Get Amy’s Conference Insights via Social Media

MQ President Amy Mullen, CFP®  has had a very busy spring, travellng to several conferences and planning to attend several more throughout the year. Her upcoming travel schedule includes the following events: August 16: FPA of Orange County Quarterly Meeting September 19: XYPN Live Conference September 26: FPA Annual Conference October 18: NAPFA Fall Conference […]

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Updated MQ Home Page & New Video

We’re very excited to share the updated home page of our website, which features a wonderful video of our MQ Community members expressing how engaging with Money Quotient has benefited them both personally and professionally. A huge thank you to all who were willing to participate in our interviews during the 2022 MQ Retreat and to […]

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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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