As part of an ongoing Money Quotient partnership, we welcome all of our MQ Partners to join their annual Reset & Renew Roundtable Discussion! These discussions are a wonderful opportunity to be part of a small group coaching session among your peers in the MQ Community. Come with client issues you want to address, practice […]
Did You Know
Insights from MQRE Renewing a 15-Year-Old Study
Demographic shifts, economic challenges, political transitions, environmental threats, and a global pandemic have changed how financial professionals need to communicate with their clients. To better understand this evolution, MQ Research & Education™ and Kansas State University renewed a 15-year-old study that examined elements of a “life planning” approach and how these factors impact client trust […]
MQ Tool Guides Have Been Revamped!
If you’ve been hesitant to implement certain MQ Tools because you weren’t sure when or how they would be useful or appropriate, our updated MQ Tool Guides can help you! Each MQ Tool Guide now includes the following sections: Tool Specifics: The tool’s stage of process, inquiry category, and depth of conversations are explained. Why […]
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 […]
MQU’s Updated Course, “Towards Aware and Values-Centered Investing,” Can Earn You 13.5 CFP CE credits!!
The course is designed to help financial advisors and financial planners gain an understanding of investment options and tools available, beyond those offered by Wall Street and ESG funds, to help clients truly align their financial and life plans with their values. This course began on April 29, but it’s not too late to join […]
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 […]
Registration for the final Fundamentals of True Wealth™ Training Course of 2022 ends on September 9
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 […]
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 […]