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.
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!
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!
