Newsletters

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!

Our Current Fundamentals of True Wealth Cohort, an MQ Partner Featured today in Invest for Better, Michael Kitces chats with Dr. Daniel Crosby on Leveraging Accountability, and much more!

New MQRE Research on Client Satisfaction, MQ Partners to connect with at the FTA 2023 Conference, TD Behavioral Wealth’s Industry Report on Wealth Confidence, and much more!

New info on our upcoming MQ Gathering, Chapter X Podcast reaches 150 episodes, Dr. Preston Cherry and Caleb Silver talk Gen X Financial Advice, and much more!

Our Ken Gillaspie Fund Scholarship Recipients, “The Cult of Never Enough” and What We Can Do About It, the new Chip Heath book “Making Money Count, and much more!

Our new payment processor – Ignition, all of the MQ partners presenting at the XYPN Conference, how to manage the “Righting” reflex as an advisor, and much more!

An upcoming Money Quotient ‘EQ Skills Workshop’ to be aware of, a perspective challenging FPA article, celebrating our MQ Partner anniversaries, Dr. Erika Rasure on the Real Money, Real Experts podcast, and much more!

The upcoming XYPN Conference to be aware of, a new MQRE webinar with David Yeske, CFP® and Elissa Buie, CFP®, an awesome episode of the Standard Deviations Podcast, MQ Community members starting a Vlog, and much more!

MQ welcomes new members to the MQ Community, MQ Tool Guides have been revamped, a new MQ Team member (and a departure) and much more!

Discover more about MQ’s “MQ’s True Wealth™ Planning Experience”, learn about Amy’s travels and social media presence, The Humphreys Group earns B-Corp recognition, and much more in the latest MQ Newsletter!