Newsletters

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!

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!