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We’re excited to announce a new suite of Estate & Legacy Planning materials designed to help financial professionals facilitate more meaningful, more effective estate planning conversations.

These resources were created to address a challenge many advisors know well: clients often procrastinate on estate planning, not because they don’t understand its importance, but because the process is emotionally complex. Concerns about fairness, family dynamics, burden, mortality, and legacy can all get in the way of follow-through.

The new materials include client-facing discovery tools, facilitator guides, meeting templates, and other resources to support a thoughtful, structured planning process.

We’ve just launched a simple way for advisors to start using MQ-aligned tools, education, and support—without committing to full partnership (or even taking Fundamentals training).

For just $50/month, you’ll get:

• Selected MQ tools you can use right away with clients

• Email templates, agendas, and facilitation guides

• Access to our monthly webinars & CE archive

• MQ community discussions and roundtables

• An orientation with MQ President, Amy Mullen, CFP®

This is ideal for advisors who want to:

✅ Increase the effectiveness of prospect & update meetings

✅ Learn the MQ approach at your own pace

✅ Join the conversation—without a big runway

Learn more and sign up now

We’re heading to Carlsbad, CA, for our next in-person Fundamentals of True Wealth™ Planning training, now scheduled for February 4–6, 2026. This is a great opportunity to experience MQ’s core training in a focused, immersive setting while escaping the winter chill.

This course qualifies for a full year’s worth of IAR CE credits, including all 6 hours of Ethics & Professional Responsibility and 6 hours of Products & Practice. Whether you’re looking to fulfill CE requirements early or revisit the foundation of life-centered planning, this is the perfect way to start the year.

Have you already completed Fundamentals? MQ alumni are welcome to register at alumni pricing and attend again; a great way to re-energize your process and reconnect with your “why.”

Reserve Your Spot in Carlsbad

Please join us in congratulating the newest graduates of Fundamentals of True Wealth™ Planning!

Over the course of this immersive training, participants dove deep into the principles of life-centered financial planning, explored the role of empathy and intention in client conversations, and practiced new skills to help clients define and pursue their own unique version of True Wealth.

We’re inspired by the energy, curiosity, and depth each of you brought to this experience. Your commitment to learning how to guide clients more meaningfully is exactly what our profession needs.

Congratulations to:

• Miranda Black, CFP®

• Bob Cowsert, CRPC®, CMFC

• Ally Ecklund, CPA, CPWA®, CFP®

• Ellen Johnson

• Jay Kready, CFP®

• Logan Kready, CFP®

• Creston Maxey, CFP®

• Venkat Subramanian, CFP®

• Ben Writer, CFP®

• Mark Zeigler, AFC

Thank you for showing up fully and being part of this journey. We can’t wait to see how you bring these tools to life in your client work!

Advisors from across the country gathered in Minneapolis this month for the 2025 MQ Gathering; three days of deep thinking, real conversation, and meaningful connection.

Together, we explored how to navigate the complexity of a VUCA world: one that’s volatile, uncertain, complex, and ambiguous, and how to show up as steady guides for our clients in the midst of it. Through collaborative discussions and immersive exercises, we reflected on what it means to support not just financial goals, but emotional and psychological well-being during times of disruption.

Thank you to everyone who made this year’s Gathering such a thoughtful, energizing experience. We hope you left feeling grounded, recharged, and reconnected to your purpose.

With deep appreciation for our community, Money Quotient and MQ Research & Education are proud to announce the 2025 recipients of the Ken Gillaspie Legacy Fund scholarships:

• Ally Ecklund, CPA, CPWA^®, CFP^®, Founder and Financial Advisor, Zestiny Wealth

• Mark Zeigler, AFC^®, Owner and Coach, Firebird Financial Health

As part of their award, Ally and Mark will attend our upcoming Fundamentals of True Wealth™ Planning training. Please join us in celebrating these advisors and the spirit of transformation they bring to our community.

 

We’re excited to share that Community Experience Implementation is now officially approved for 12 IAR CE credits—including the full 6 hours of Ethics and Professional Responsibility and 6 hours of Products & Practice required annually for Investment Adviser Representatives.

This means both of MQ’s core training courses now qualify for a full year’s worth of CE, recognized by NASAA and required for IARs who practice in—or have five or more clients in—any of the following jurisdictions:

Already completed Community Experience Implementation in the past? You’re eligible to retake it as a refresher at 35% off. It’s a powerful way to revisit how you bring True Wealth Planning to life in every client interaction—while fulfilling your annual CE obligations.

Looking to make your next client event more meaningful, memorable, and impactful? We’re here to help.

Whether you’re hosting a client appreciation event, a workshop, a discussion panel, or a special seminar, we can bring a fresh perspective that goes beyond dollars and cents. We specializes in the emotional and behavioral side of money, helping clients explore their values, navigate life transitions, and make financial decisions that truly align with what matters most.

We’re available to:

• Serve as guest speakers or panelists
• Facilitate interactive discussions
• Lead workshops
• And more

Our approach is flexible and collaborative; we’ll tailor our involvement to meet your goals and fit your audience. If you’re planning an event and want to deepen the conversation, let’s connect.

Reach out to explore how we can support your next event.

We’re excited to announce that Fundamentals of True Wealth Planning is now officially approved for 12 IAR CE credits—a full year’s worth of continuing education for Investment Adviser Representatives. This includes both required categories: Ethics & Professional Responsibility and Products & Practice.

If you’re an IAR who practices in—or has five or more clients in—any of the following jurisdictions, you’re likely required to complete annual CE through a NASAA-approved provider:

Arkansas	California	Colorado
District of Columbia (Washington, D.C.)	Florida	Hawaii
Illinois (effective Jan 1, 2026)	Kentucky	Maryland
Michigan	Minnesota	Mississippi
Nebraska	Nevada	New Jersey
North Dakota	Oklahoma	Oregon
Rhode Island	South Carolina	Tennessee
U.S. Virgin Islands	Vermont	Wisconsin

Already completed Fundamentals as an MQ Partner? You’re eligible to retake the course as a refresher at 35% off!

Fulfill your CE requirements and revisit the core of life-centered planning in one comprehensive experience.

Register for an in-person experience in Minneapolis, August 13–15.

Register for a virtual experience, October 15–21.

We’re excited to share the theme for this year’s MQ Gathering:

“Navigating the VUCA World – A Think Tank for Financial Professionals.”

In an era defined by volatility, uncertainty, complexity, and ambiguity, the role of financial professionals has never been more essential—or more demanding. This year’s Gathering will offer a rich, immersive experience focused on understanding how humans respond to uncertainty and how financial professionals can serve as steady guides through it all.

Through engaging talks, guided exercises, and collaborative discussions, you’ll explore the psychological, behavioral, and neurological responses to chaos, and walk away with practical, evidence-based strategies to support both your clients and yourself.

Join us in Minneapolis | September 16-18, 2025

Register now and be part of the conversation!

Register here