New Newsletter Digest & Article ArchiveView all main articles
Welcome to the debut of the new format for MQ News! Now, you will not only receive a clean and concise digest of the latest issue, but you can visit our new archive to revisit a wealth of MQ selected content including recaps of important research and links to articles and podcasts that you may find useful in your practice. Simply click on any of the articles in the email digest you receive or click on “MQ News” under the menu “MQ News & Community” to go directly to the latest issue. From there, you can access archived articles by clicking on the red “View All” link next to each column title. Please explore and let us know what you think!
Community UpdatesView all community updates
February Fundamentals Graduates
We’d like to recognize and congratulate our first 2023 graduating class of the Fundamentals of…
Congratulations to Anna & Brenna
With much gratitude and love, we watched, waved, and cheered, as two of our MQ…
Trending Online LinksView all trending online links
Did You KnowView all
Updated MQ Home Page & New Video
We’re very excited to share the updated home page of our website, which features a wonderful video of our MQ Community members expressing how engaging with Money Quotient has benefited them both personally and professionally. A huge thank you to all who were willing to participate in our interviews during the 2022 MQ Retreat and to the talented collaboration of our own Josh Franklin and Brenna Baucum in shooting, editing, and producing! Feel free to explore some of the updated menu items as well and expect to see more new website content and features in the near future.
Upcoming MQ FundamentalsView all MQ fundamentals
MQ Fundamentals of True Wealth™ Planning Training Course | Portland, OR
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
Registration for this course is now closed!
Upcoming EventsView all events
MQ Open Forum: The Enlighten Stage
Join veteran MQ Partners Brenna Baucum, CFP® and Jeanna Fifer, CFP®, CPWA® for a discussion of the Enlighten Stage, in which you will “present your financial plan and advice in a way that communicates an understanding of your clients’ concerns, interests, and aspirations while effectively linking financial strategies to their life goals.”
Towards Aware and Values-Centered Investing
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
13.5 CFP CE accepted by the CFP Board!!
Latest from the MQ BlogView all blog posts
Listen to Understand: The True Purpose of Client Discovery
In our work with financial planners, we frequently point out that a successful practice is…
Guiding Clients Through Life’s Challenges
As financial advisors, we often experience the privilege of being among the first to be…
What is True Client-Centered Discovery?
At Money Quotient, we believe that the most successful client relationships are built on asking…