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MQ Refresher & New Facilitation Skills!

Join the Upcoming EQ Skills Workshop led by MQ President Amy Mullen, CFP® and MQ Veterans Brenna Baucum, CFP® and Paul Leighton, CLU, ChF! This will be a 3-day intensive on September 27-29 from 9am – 2pm PDT and will earn 15.5 CFP CE.

There is a ton on the docket for this workshop: improving active listening skills, learning new facilitation skills, and getting refreshed on the MQ tools, process, philosophy, and theories! You’re gonna love it.

“Watching Paul, Brenna and Amy serve as the advisor in the demonstrations was very valuable, and then practicing immediately after reinforced my confidence.” – MQ Partner Ryan Klekar

Amy Scheduled to Speak at XYPN LIVE | MQRE Webinar with David Yeske and Elissa Buie!

MQ President, Amy Mullen, CFP® will be a featured speaker at the XYPN LIVE conference in Atlanta, GA from September 19-21.

You can hear about the latest research results from MQRE in Amy’s presentation titled “Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment.”

Amy’s looking forward to connecting with members of our MQ Community while there so, be sure to connect with her regarding a pre-conference gathering! Can’t wait to see you there!

 

 

Creative Strategies – Grounded Wisdom: Discovery Process and Policy-Based Financial Planning

Tuesday, August 15

11:00 am – 12:15 pm PT / 2:00 pm – 3:15 pm ET

1.5 CE pending acceptance by the CFP Board

All good financial planning rests on a foundation of good discovery. Understanding who and what matters to clients and why allows us to craft advice that clients will embrace and act on, while also fostering deeper levels of trust and commitment. Nowhere is this more true than when taking a policy-based approach, crafting compact decision rules that serve as a touchstone and guide during turbulent times.

Join us as we discuss approaches to both discovery and policy-based financial planning that have been shown to increase client trust and relationship commitment, while also improving client outcomes.

New Fundamentals Grads | Ken Gillaspie Scholarship Deadline!

Congratulations to the more than 20 new graduates of the May and June Fundamentals of True Wealth™ Planning training courses! We’re excited to welcome many of them into the MQ Community, and to support them as they continue to embrace Money Quotient’s unique model of life-centered financial planning.

 

Registration is now open for our final trainings of 2023. Sign up now to take advantage of Early Bird prices! Alumni are also eligible to register at a reduced rate.

2023 Ken Gillaspie Legacy Fund Scholarship

The 2023 Ken Gillaspie Legacy Fund Scholarship recipient will be invited to participate in the virtual “Fundamentals of True Wealth™ Planning” training course on October 25-27 and October 30-31, 2023 (9:00 am – 1:30 pm PT each day). The scholarship will cover the tuition in full.

Please submit your applications no later than July 14!

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.

MORE INFO / REGISTER

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!!