Join us for this MQ Partner Update to keep abreast of new developments at Money Quotient and our plans for the future! Whether you are a seasoned veteran or new to the MQ Community, we strongly advise joining us for this free session.
Despite the benefits, some clients are reluctant to set goals. As a partner, guide, and educator, you can help your client adopt a fresh perspective on goal-setting and align their financial goals with their values and priorities. Join us as we provide an overview of the tools and resources available in the “goals” category and share tips and strategies for best practices.
MQU instructor Marco Vangelisti and MQ Partner (and course alumni) Johnny Roland will discuss “values-based investing,” which aligns financial plans and strategies with personal values.
Join us as we discuss ways to utilize the suite of goal-setting tools to visualize a life of generosity and identify goals for gifting one’s time, energy, or money that aligns with that individual’s core values.
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
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.
