We’ve just launched a simple way for advisors to start using MQ-aligned tools, education, and support—without committing to full partnership (or even taking Fundamentals training).
For just $50/month, you’ll get:
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Selected MQ tools you can use right away with clients
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Email templates, agendas, and facilitation guides
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Access to our monthly webinars & CE archive
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MQ community discussions and roundtables
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An orientation with MQ President, Amy Mullen, CFP®
This is ideal for advisors who want to:
✅ Increase the effectiveness of prospect & update meetings
✅ Learn the MQ approach at your own pace
✅ Join the conversation—without a big runway
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Fundamentals of True Wealth™ Planning — Returning to Portland This May
We’re bringing our flagship Fundamentals of True Wealth™ Planning training back to Portland, Oregon, this spring — scheduled for May 6–8, 2026. Join us in MQ’s hometown for a deep dive into the mindset, tools, and skills that define life-centered planning.
This course qualifies for a full year’s worth of IAR CE credits — including all 6 hours of Ethics & Professional Responsibility and 6 hours of Products & Practice. It also includes 24 CFP® CE hours and 18 AFC CEUs.
Have you already completed Fundamentals? MQ alumni are welcome to register at refresher pricing and attend again — a great way to re-energize your process and reconnect with your “why.”
Upcoming MQ Fundamentals
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Upcoming Events
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Educating Clients Isn’t Enough
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Reframing Procrastination
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A Framework for Helping Clients Live Meaningful Lives
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