Money Quotient welcomes MQ Veteran Partner Dillon Cobb, CPA, CFP® of Simply Human Advisors in Texas. Dillon will share how he implements and utilizes the Money Quotient materials with his firm’s clients!
Client meetings may be the most obvious way to use of the MQ Tools and Resources, but there are other times when using these an yield powerful results as well. With an increasingly digital society comes the need for a strong, focused on-line presence to attract and retain new clientele. Join MQ President Amy Mullen, CFP®, as she discusses how best to take advantage of the wealth of MQ Tools while marketing your practice on your website and social media platforms.
Join MQ’s Financial Behavior Specialist Derek Hagen as he delves into the dynamics of financial enabling and dependency. Learn how to recognize the signs of each, understand the underlying behavioral and emotional drivers, and learn how to address them.
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Do you have a question about how or when to use an MQ Tool? Do you have a tricky client problem that you haven’t solved yet? Have you had an experience for which you’d like to hear an expert opinion? Join us for a general discussion led by MQ President Amy Mullen, CFP® and Financial Behavior Specialist Derek Hagen, CFP®.
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Effective communication with a prospect and a well designed “Getting Acquainted Meeting” sets the foundation and trajectory for developing successful and satisfying long-term client relationships. In this workshop, we will discuss the psychological aspects at play in a client/planner relationship during the prospect stage of the process including client and advisor beliefs and biases. In addition, we will explore how to develop effective communication that connects to the client’s emotional brain, sets clear expectations, and builds motivation to take positive actions in their financial lives.
4 CE accepted by the CFP Board
In this book review webinar, will explore The Happiness Hypothesis by Jonathan Haidt, a groundbreaking book that combines philosophy, psychology, and science to uncover the secrets of happiness. Learn the key themes and insights from the book and key takeaways to apply in your work with clients!
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
We will see you in Minneapolis, MN for the 2025 MQ Gathering! More details to follow, but Early Bird registration is now open!
