Just Announced: 2025 MQ Gathering Theme – Navigating the VUCA World
View all main articlesWe’re excited to share the theme for this year’s MQ Gathering:
“Navigating the VUCA World – A Think Tank for Financial Professionals.”
In an era defined by volatility, uncertainty, complexity, and ambiguity, the role of financial professionals has never been more essential—or more demanding. This year’s Gathering will offer a rich, immersive experience focused on understanding how humans respond to uncertainty and how financial professionals can serve as steady guides through it all.
Through engaging talks, guided exercises, and collaborative discussions, you’ll explore the psychological, behavioral, and neurological responses to chaos, and walk away with practical, evidence-based strategies to support both your clients and yourself.
Join us in Minneapolis | September 16-18, 2025
Register now and be part of the conversation!
Community Updates
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Danielle Howard on The Human Side of Money Podcast
MQ Partner Danielle Howard, CFP® recently joined Brendan Frazier on The Human Side of Money…
Mark Brinser Featured in MarketWatch on Retirement Planning
Congratulations to MQ Partner Mark Brinser, CFP®, who was recently featured in a MarketWatch article…
Trending Online Links
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Derek Hagen on the eMoney Blog – Beating Overconfidence Bias
In today’s digital world, clients are bombarded by confident-sounding advice—often driven more by algorithms than…
Derek Hagen Featured in Kitces.com’s Weekend Reading—Three Times!
If you follow Kitces.com’s Weekend Reading for Financial Planners, you may have noticed a familiar…
Did You Know
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Anyone Can Join Our Webinars
You don’t have to be an MQ Partner to attend our webinars! Whether you’re a financial professional looking to grow, or just curious about the human side of money, our live events are open to all.
We’ve been ramping up our webinar offerings with fresh, insightful content—and there’s a lot more on the way. Partners are encouraged to share registration links with colleagues, friends, or anyone in their network who could benefit from the conversation.
Want an easy way to stay in the loop? Follow Money Quotient on LinkedIn—we post a weekly calendar of upcoming events so you never miss what’s next!
Upcoming MQ Fundamentals
View all MQ fundamentalsMQ Fundamentals of True Wealth™ Planning Training Course | Minneapolis, MN
Registration for this event is now closed.
Upcoming Events
View all eventsBeyond the Numbers: Helping Clients Build Meaningful Lives
1.0 CFP CE accepted by the CFP Board.
Financial planning isn’t just about numbers; it’s about helping clients create lives filled with purpose, significance, and fulfillment. But what does it truly mean to live a meaningful life? And how can you guide clients toward deeper satisfaction? Join Derek Hagen as we explore the science of meaning in life, drawing from the work of researcher Michael Steger, Ph.D.
Values Clarification: Uncovering What Truly Matters to Your Clients
1.0 CFP CE accepted by the CFP Board.
Understanding your clients’ core values is critical to building strong, lasting relationships and providing advice that truly resonates with their goals. However, the process of uncovering and clarifying these values can be trickier than it seems. Join us as we explore the nuances of values clarification and how to effectively facilitate this essential process with your clients.
Latest from the MQ Blog
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How to Give Advice That Motivates Clients
Derek Hagen, CFA, CFP®, FBS®, CFT™ "Advice given too soon feels like pressure, not support."…
Good Listening is Curiosity Plus Restraint
Derek Hagen, CFA, CFP®, FBS®, CFT™ "Listen with a goal of understanding others and letting…
Resist the Urge to “Fix” Things
Derek Hagen, CFA, CFP®, FBS®, CFT™ "Once you label me, you negate me." -Soren Kierkegaard…

