Newsletters

Welcoming Derek Hagen, MI Course coming soon, Carol receives a prestigious award, and much more!

Carol Anderson Honored with P. Kemp Fain, Jr. Award, Custom Forms Tailored to your Needs, Anne Johnston at TEDx Alexander Park, the Power of Financial Purpose, and much more!

An Advanced Course to Improve your Skills with Prospects, the MQ Endorsement, AVID Planning on XYPN, Engaging Clients Beyond Retention and much more!

Welcoming New MQ Partners, Celebrating Josh Ackerman’s Podcast Launch and Kathy Longo’s 150th episode, and taking a look at FTA’s Best Paper!

Beyond the Office: A Conversation on Transitioning into Retirement, Elevating your Strategy, a Bundle of Joy, Combining Psychology with Technology to Transform Client Outcomes, and much more!

Celebrating Carol & Her Legacy, Creating an Effective Goal Setting Process, Aurora Borealis and Monarch Butterflies, Financial Wellness vs. Financial Independence and much more!

A Warm Welcome to our FTWP Grads, Andy Baxley and AI scams, Amy’s Latest Podcast, 50 Fires: Investing like a Psychopath, and much more!

New Retirement Planning Tools, Your Keystone Deliverable: Key Elements, an MQ Partner’s Book on Paying for College, Why Retirement is so Stressful, and much more!

The Latest Financial Behavior Keynote Group Speaker…Amy Mullen, Our Partner Survey Winner, A Year in Review, Personality and the Most Hated F-Word, and much more!

Conversing with Carl…Richards and our upcoming webinar, Facilitating Conversation from our Tools Guides, Dr. Preston Cherry on the Real Money, Real Experts Podcast about Storytelling and Story Listening, and much more!