The 2024 MQ Gathering outside Nashville, TN, was a success, and we couldn't have done it without the amazing attendees who brought their insights, curiosity, and energy. With thought-provoking discussions and conversations, the event was filled with meaningful dialogue about the complexities of retirement. We also celebrated the remarkable contributions of our founder, Carol Anderson, as she transitions into her own retirement - a truly special moment for all who attended! To those who joined us, thank you for making the Gathering unforgettable. For those who couldn't make it, we hope you tune in to the MQ Gathering Recap and Highlights webinar on November 25. We certainly hope to see you next year in Minneapolis/St. Paul, MN! Stay tuned for more.
Remembering Debbie Gallant
It is with a heavy heart that we share the sad news of the passing…
Celebrating the Latest Graduates of MQ’s Fundamentals of True Wealth Planning!
We are excited to celebrate the recent graduates of Money Quotient's Fundamentals of True Wealth…
Brenna Baucum on XYPN Radio
MQ Partner and former team member Brenna Baucum, CFP®, CTS™ was recently interviewed on XYPN…
Dr. Christina Lynn Talks Motivational Interviewing with Dr. Daniel Crosby
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Christina Lynn dives deep into…
Life Planning Weekly is Live
We are thrilled to share that MQ Financial Behavior Specialist Derek Hagen’s new newsletter, Life Planning Weekly (LPW), is now live. LPW is dedicated to exploring how financial professionals can help clients live more meaningful lives. Typical topics include the psychology of money, effective communication, money scripts, and meaning/purpose.
Articles are published every Tuesday. Two have been published so far:
- Helping Clients Understand Themselves By Understanding Their Past – A look at how exploring past experiences can uncover insights for a client’s values and vision.
- The Power of Listening: Helping Clients Find Clarity in Chaos – Exploring how active listening can guide clients toward clarity and understanding.
Learn more and sign up here: https://www.moneyquotient.com/life-planning-weekly/
Upcoming MQ Fundamentals
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Upcoming Events
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Helping People Feel Heard
Derek Hagen, CFA, CFP®, FBS®, CFT™ "Listening is invisible until you show it." I’ve always…
Asking the Right Questions After Setbacks
Derek Hagen, CFA, CFP®, FBS®, CFT™ "Do what you can, with what you have, where…
The Power of Listening: Helping Clients Find Clarity in Chaos
Derek Hagen, CFA, CFP®, FBS®, CFT™ "What people really need is a good listening to."…