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MQ News

EARLY BIRD RATES ARE ENDING SOON! FUNDAMENTALS OF TRUE WEALTH™ PLANNING VIRTUAL TRAINING

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Jan 7, 2022

"Early Bird" pricing for our Spring Fundamentals of True Wealth™ Planning virtual training course ends on Saturday, January 15:
  • First Time Attendee: $2,200
  • Alumni Attendee: $1,100
  • NAPFA Member: $1,980
Participants will enjoy 24 CFP CE Credits! Be sure to register soon to secure your seat and take advantage of the discounted rate. The final deadline to register is February 4 MORE INFO / REGISTER
 

Community Updates

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Amy Mullen and MQ Partner Lexi Olian participate in FPA Panel Discussion

Jan 7, 2022

On Tuesday, December 14, MQ President Amy Mullen, CFP®, and MQ Partner Lexi Olian joined…

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MQU Course Concludes

Jan 7, 2022

Another group of students has achieved MQU Alumni status following the conclusion of our 10-week…

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Trending Online Links

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Making Fulfilling Financial Choices by Remembering Past Experiences

Jan 7, 2022

In a recent column, Meghaan Lurtz, Ph.D., FBS discussed how different "utilities" can be used…

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How to Tame Your Advice Monster

Jan 7, 2022

Does your "Advice Monster" rear its head at the worst possible time, potentially spoiling conversation?…

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Did You Know

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2022 MQ Webinar Schedule

Jan 7, 2022
In 2022, our 60-minute webinars will be held on the same days and times each month:
  • The first Thursday of each month at 11:00 am PT / 2:00 pm ET
  • The third Tuesday of each month at 1:00 pm PT / 4:00 pm ET
We encourage you to mark these reoccurring dates on your calendar and visit our MQ Events page regularly to register.

Upcoming MQ Fundamentals

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23 Feb

MQ Fundamentals of True Wealth™ Planning Virtual Training Course

Registration has closed for the February training.

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Upcoming Events

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18 Jan
Webinar

MQ Open Forum: Facilitating Awareness of Satisfaction and Values

Getting to the heart of what brings your client joy and purpose is crucial to a meaningful financial planning engagement. In this MQ Open Forum, we’ll share a few tips and strategies to uncover what brings your client satisfaction and get a sense of their core values.

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24 Jan
Webinar

MQ Education: Fostering Your Client’s Self-Determination

Self-determination theory suggests that people are motivated to grow and change by three innate psychological needs: autonomy, competence, and connection. Join us as MQ President Amy Mullen describes how advisors can frame the way they work with their clients to foster these universal needs and increase motivation in the financial planning process.

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Latest from the MQ Blog

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Nurturing Financial Resilience

Dec 8, 2021

    The COVID-19 pandemic has demonstrated to us once again that economic uncertainties are…

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The Pandemic has Changed Perceptions of Wealth & Well-Being

Oct 29, 2021

At Money Quotient, we frequently point out that a successful financial planning practice is built…

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MQ Recommended Reading

Sep 27, 2021

A growth mindset seems to be at the heart of shared purpose relationships with our…

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