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MQ News

Just Announced: 2025 MQ Gathering Theme – Navigating the VUCA World

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Apr 24, 2025

We’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!

Register here

Community Updates

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Danielle Howard on The Human Side of Money Podcast

Apr 24, 2025

MQ Partner Danielle Howard, CFP® recently joined Brendan Frazier on The Human Side of Money…

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Mark Brinser Featured in MarketWatch on Retirement Planning

Apr 24, 2025

Congratulations to MQ Partner Mark Brinser, CFP®, who was recently featured in a MarketWatch article…

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Trending Online Links

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Derek Hagen on the eMoney Blog – Beating Overconfidence Bias

Apr 24, 2025

In today’s digital world, clients are bombarded by confident-sounding advice—often driven more by algorithms than…

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Derek Hagen Featured in Kitces.com’s Weekend Reading—Three Times!

Apr 24, 2025

If you follow Kitces.com’s Weekend Reading for Financial Planners, you may have noticed a familiar…

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Did You Know

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Anyone Can Join Our Webinars

Apr 24, 2025

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 fundamentals
13 Aug

MQ Fundamentals of True Wealth™ Planning Training Course | Minneapolis, MN

Registration for this event is now closed.

 

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Upcoming Events

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6 May
Webinar

Beyond 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.

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13 May
Webinar

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.

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Latest from the MQ Blog

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How to Give Advice That Motivates Clients

Apr 22, 2025

Derek Hagen, CFA, CFP®, FBS®, CFT™ "Advice given too soon feels like pressure, not support."…

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Good Listening is Curiosity Plus Restraint

Apr 15, 2025

Derek Hagen, CFA, CFP®, FBS®, CFT™ "Listen with a goal of understanding others and letting…

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Resist the Urge to “Fix” Things

Apr 14, 2025

Derek Hagen, CFA, CFP®, FBS®, CFT™ "Once you label me, you negate me." -Soren Kierkegaard…

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