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New Offering! Advisor & Spouse Experience True Wealth Planning!

 

For years, members  of our community have  wanted the opportunity to experience the True Wealth™ Planning process with their spouse  or partner facilitated by an MQ  Expert. Now you  can!

Over the course of four one-hour meetings, MQ Consultants Paul Leighton and Brenna Baucum will guide you through the qualitative side of the True Wealth™ Planning Process via the True Wealth™ Planning Experience. It covers  the Explore (getting acquainted), Engage (discovery), Envision (goal setting), and Enlighten (plan presentation) stages.

The True Wealth™ Planning Experience will consist of two parts:

  • Guiding you (and your loved one) through qualitative discovery and discussions that  result in clarity around values, vision, and goals
  • Demonstrating and coaching for the advisor around facilitating and implementing an  effective client experience with MQ  tools and resources

We invite you to download and read the program description,  and email Jim if you would like to be sign up, or if you have any questions.

The 2023 Ken Gillaspie Legacy Fund Scholarship Application is Available!

Violet, Yellow, Red" has also been used for the promotion of The 15th Annual, 2007 Capital Jazz Festival Size: 24" x 48", Acrylic on canvas by Ligel Lambert, Art donated by The Art of Ligel/Ligel.com

Scholarship recipients will be invited to participate in Money Quotient’s Virtual “Fundamentals of True Wealth™ Planning” course in October at no cost!

Applications are due by Friday, July 14, 2023. The selected recipient(s) will be notified by Wednesday, August 30, 2023.

The virtual “Fundamentals of True Wealth™ Planning” course will take place on October 25-31, 2023 (no class will be held on Saturday or Sunday).

The following individuals are invited to submit an application for the Ken Gillaspie Legacy Fund Scholarship:
  • CFP® certificants and designees
  • Students enrolled in a qualified CFP® program
  • CFP® Program Directors and Instructors
  • Members of the Financial Planning Association (FPA) and/or National Association of Personal Financial Advisors (NAPFA)
To be eligible for selection, applicants must not have previously attended the Money Quotient “Fundamentals of of Financial Life Planning” or Fundamentals of True Wealth™ Planning” courses.
We invite you to learn more about Ken Gillaspie, the scholarship, and the selection process, and to share this information directly or via social media with those who might be interested in applying!
About the image: 
Violet, Yellow, Red” has also been used for the promotion of The 15th Annual, 2007 Capital Jazz Festival
Size: 24″ x 48″, Acrylic on canvas by Ligel Lambert, Art donated by The Art of Ligel/Ligel.com

New Newsletter Digest & Article Archive

Welcome to the debut of the new format for MQ News!  Now, you will not only receive a clean and concise digest of the latest issue, but you can visit our new archive to revisit a wealth of MQ selected content including recaps of important research and links to articles and podcasts that you may find useful in your practice. Simply click on any of the articles in the email digest you receive or click on “MQ News” under the menu “MQ News & Community” to go directly to the latest issue. From there, you can access archived articles by clicking on the red “View All” link next to each column title. Please explore and let us know what you think!

Are You Ready for the 2022 MQ Retreat??

Excitement is building as we draw nearer to the 2022 MQ Retreat, to be held in-person in Portland, OR from October 25-27. We hope you share our enthusiasm after watching these two short videos!

Thom Allison, CFP® explains both the personal and professional benefits of attending this year’s MQ Retreat, and how your own participation is key to improving your own practice.

Meghaan Lurtz, Ph.D. looks forward to joining us as both a presenter and an attendee, and provides a sneak preview of her presentation, “Financial Stress & Anxiety: Keeping Yourself & Clients Mentally Healthy.”

TOWARDS AWARE AND VALUES-BASED INVESTING.

6.5 CE accepted by the CFP Board!

Money Quotient University’s 10-week, 5-session course, Towards Aware and Values-Centered Investing, will begin on September 10. This course is designed for financial professionals ready to engage in out-of-the-box thinking regarding options for clients who want to a) know their investments are doing no harm; and/or b) actively engage in making the world a better place via their investments.

Building upon their recent MQ Webinar, Values Based Investing, instructor Marco Vangelisti and contributing MQ Partner Johnny Roland will help financial planners understand investment options and tools available to help clients truly align their financial and life plans with their values.

This course is available to everyone, including non-MQ Partners.

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2022 Ken Gillaspie Scholarship Recipients

With great enthusiasm, Money Quotient and MQ Research & Education proudly announce this year’s Ken Gillaspie Legacy Fund scholarship recipients!

 

Lamont Brown, MBA, CFP®, CRPC
Wealth Management Advisor at ALNA Financial Group, LLC

Danielle Harrison, MBA, CFP®, CFT-I™
Founder and President, Harrison Financial Planning

Josh St. Laurent, CFP®
Founder and Financial Life Planner at Wealth In Yourself

As part of their award, each will attend one of our MQ Fundamentals of True Wealth™ Planning training courses in September.

We look forward to learning more about and meeting Lamont, Danielle, and Josh in the coming weeks. Congratulations!

2022 MQ RETREAT SPEAKER SPOTLIGHT

Deanna Sharpe, PhD, CFP®, CRPC®, CRPS®

Deanna is an Associate Professor of Personal Financial Planning and Director of a CFP Board-Registered Program at the University of Missouri. At this year’s MQ Retreat, she will share her presentation, “Financial Planning Conversations in Challenging and Changing Times.”

Helping clients navigate change is an important objective of financial planning. But what if change has a profound effect on the profession itself? The recent Covid crisis and growing demand for cultural competence calls for review of evidence-based best practices in light of these challenges. Specifically, in what ways and to what extent do client financial anxiety, virtual meeting navigation, and cultural awareness shape financial planning conversations and development of client trust and commitment?
Reserve your spot now at our Early Bird Rate for our MQ Retreat in Portland, OR on October 25-27!!

Congratulations, Graduates!

June Fundamentals of True Wealth™ Planning Virtual Training

Our second “MQ Fundamentals of True Wealth™ Planning” virtual training of 2022 concluded earlier this month, and we are extremely proud to welcome 17 new alumni to the MQ Community! This comprehensive five-day course provided an overview of Money Quotient’s unique model of life-centered financial planning. The spirited discussions, keen insight, and enthusiastic participation elevated the experience.

We would also like to thank MQ Facilitators Johnny Roland, CFP®, and James Hindes, who went above and beyond to ensure a successful training experience.

Sound like fun? Want to join us? Early-bird pricing for both September trainings (one in-person and one virtual) ends soon. Secure your spot today!

Jumpstart Conversations with MQ’s Life Transitions Workbook Generator

Money Quotient’s Life Transitions Workbook Generator is a powerful tool that allows MQ Partners to create custom materials to suit individual clients’ needs.

These workbooks provide a list of questions that you will find helpful when beginning a conversation with your clients regarding transitions in their work, family, legacy, and financial lives.

Additionally, each workbook contains a list of potential financial implications and client-facing resources pertaining to each specific transition.

Gold and Platinum MQ Partners can access these tools by clicking on “Materials by Category” after logging into the MQ website, then selecting “Life Transitions Workbook Generator.” For a demonstration, watch our 90-second walkthrough on how to use the tool.

Each of the 50+ available worksheets is also available individually in the “Materials by Category” section by selecting “Life Transition Worksheets.”

2022 MQ RETREAT: FEATURED SPEAKERS

Our MQ Retreat is known for bringing in notable scholars and practitioners who share valuable insights for meeting current challenges and for serving as beacons in the lives of financial planning clients for many years to come.

Featured speakers this year include:
Meghaan Lurtz, Ph.D., FBS™
Meghaan is a Professor of Financial Psychology at Kansas State University, an on-staff writer and researcher for kitces.com, and a past President and current board member for the Financial Therapy Association and Financial Psychology Institute Europe.
Timi Joy Jorgensen, Ph.D.
Timi is an Assistant Professor and Director
of Financial Education & Well-Being at The American College of Financial Services. Her research focuses on diversity, equity, and inclusion in financial services, financial well-being, and empowerment.
Deanna Sharpe, Ph.D., CFP®, CRPC®, CRPS 
Deanna is an associate professor in the Personal Financial Planning Department at the University of Missouri – Columbia. Her research examines factors affecting later life financial and economic well-being.

 

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