Events

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11Mar
2025

Open Office Hours with Amy Mullen and Derek Hagen

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®.

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18Mar
2025

A Values-Based Approach to Effective Communication with Prospective Clients

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

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27Mar
2025

Book Review: Insights from The Happiness Hypothesis

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!

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5Jun
2025

Open Office Hours with Amy Mullen and Derek Hagen

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®.

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6Sep
2025

Towards Aware and Values-Centered Investing

This course is an MQ Research & Education™ hosted event.

This five-session, ten-week course is designed to help 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. 13.5 CFP CE accepted by the CFP Board.

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