Whether you’ve been part of the MQ Community for decades or have recently discovered Money Quotient, we invite you to join us for this annual MQ Partner Update. This complimentary session is designed to help you reconnect with the MQ Community, learn about recent developments, and gain insight into the exciting opportunities ahead.
Join us as we explore best practices for conducting an effective and efficient Explore meeting. Participants will learn how to gather the qualitative and quantitative information necessary to understand a prospective client’s concerns, estimate the scope of the engagement, and determine whether the advisor-client relationship is a good fit for both parties.
CFP CE Pending (1.0 expected)
Blended family households are increasingly common, yet they often bring unique relational and financial complexities that traditional planning models may overlook. Drawing on recent research, this webinar will explore how family structure may influence financial satisfaction and examine the underlying dynamics that may shape financial decision-making, communication, and long-term planning outcomes.
Join MQ President Amy Mullen, CFP® as she provides details regarding the the First Step Cash Management System™. Learn about this simple and unique approach to cash flow, how to use the process with clients, and fees for licensing and training.
Michael Kay is a financial life planner-turned-life coach, a long-time friend of Money Quotient, and an accomplished author. Join us as he discusses his latest book, How to Craft Your Chapter X: A Guide for High-Performing Men to Discover Meaning (and Joy) in Retirement.
CFP CE Pending
When a client receives a terminal or life-threatening diagnosis, most financial professionals know exactly what needs to be done. The challenge is that clients often aren’t ready to do it. Drawing on her unique background as both a CFP® professional and an end-of-life doula, Rose Zealand explores why planning gets stuck, how illness affects financial behavior, and practical ways advisors can communicate more effectively during life’s most difficult transitions.
