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!Read the newsletter
MQU Course begins in September, Inquiry Category Introductions, and more!
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.Read the newsletter
Ken Gillaspie scholarship recipients, MQ Partner Update, and more
MQ Retreat speaker spotlight, early bird training rates window closing, and more! Plus, our fall MQU course on values-aligned investing and welcome new MQ Partners
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.”Read the newsletter
June’s FTWP graduates, Integrating MQ into the XYPN Tech Stack, and more! Plus, how self-efficacy can support behavior change, and an MQ Partner makes 40/40.
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.Read the newsletter
Life Transitions Workbooks, the MQ Forum, exciting news in the MQ Community, and more!
Money Quotient’s Life Transitions Workbook Generator is a powerful tool that allows MQ Partners to create custom materials to suit individual clients’ needs.Read the newsletter
MQ NEWS: 2022 Retreat Featured Speakers, Carol Anderson in the News, and more! Plus, May anniversaries, narrative therapy, and thanks to the MQ Board
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.Read the newsletter
KGLF and June FTWP deadlines, supporting your client’s self-efficacy, and more!
The 2022 Ken Gillaspie Legacy Fund Scholarship recipient will receive paid tuition and up to $1,000 in travel expenses to one of two MQ “Fundamentals of True Wealth™ Planning” training sessions conducted this September.Read the newsletter
New retirement tools, advanced communication training, and more! Plus, the evolution of client communication and the power of exploring money memories.
We have created two new tools that will help you guide your retired clients in assessing their levels of satisfaction and identifying transitions they are experiencing. Through conversation, you have the opportunity to highlight the financial implications that require proactive planning.Read the newsletter
2022 MQ Retreat, KGLF Scholarship, and more! Plus, the value of regret, and Amy Mullen’s guest appearance on upcoming CE webinar
The MQ Research Consortium recently updated a 15-year-old study to explore how demographic shifts, economic uncertainties, environmental threats, political transitions, global unrest, and a worldwide pandemic have forever altered the needs and expectations of financial planning clients. The key question explored was, “Have the factors that foster higher levels of client trust and commitment changed over time?” At the 2022 MQ Retreat, lead researchers Carol Anderson, M.S., and Deanna Sharpe, Ph.D., will present the results and discuss the implications of this groundbreaking study.Read the newsletter