KGLF and June FTWP deadlines, supporting your client's self-efficacy, and more!

Ken Gillaspie Legacy Fund Scholarship Application Deadline: May 27

May 13, 2022

The 2022 Ken Gillaspie Legacy Fund Scholarship recipient will receive paid tuition and up to $1,000 in travel expenses to one of two MQ “Fundamentals of True Wealth™ Planning” training sessions conducted this September.

Additional information regarding eligibility, the selection process, and application instructions are available via the MQRE website and on the KGLF scholarship application. Applications must be received no later than May 27, 2022.

Community Updates

View all community updates

Congratulations to Jennifer Luzzatto!

May 13, 2022

MQ is also excited to share that MQ Veteran Partner Jennifer Luzzatto, CFP®, CPA, is…

Congratulations to Elissa Buie and Yusuf Abugideiri!

May 13, 2022

MQ Partners Elissa Buie, CFP®, and Yusuf Abugideiri, CFP®, have been named Washingtonian magazine's prestigious…

Did You Know

View all

June 2022 Fundamentals of True Wealth™ Planning Virtual Training – Registration Ends May 20!

May 13, 2022

Graduates are eligible to license Money Quotient® tools and resources and will receive step-by-step guidance through our Implementation Consulting Program. This framework takes a three-prong approach to support: bi-weekly MQ Study Teams led by an MQ Consultant, bi-weekly Group Communication Workshops, with opportunities to watch demos and practice the tools, and a structured online curriculum to build out your unique client experience.

Veteran MQ Partners can sharpen their skills by revisiting the Fundamentals training at 50% off and participating in the Implementation Consulting Program at 35% off.

MORE INFO / REGISTER

Upcoming MQ Fundamentals

View all MQ fundamentals

8 Jun

MQ Fundamentals of True Wealth™ Planning Virtual Training Course

Registration has closed for the June training.

Upcoming Events

View all events

17 May

Webinar

MQ Open Forum: How Biography Shapes Our Perspective

Helping our clients reflect on their unique money history can provide insight into the experiences that have influenced their current money management and financial decision-making habits. It also allows them to analyze and modify behaviors to more efficiently reach their goals. In this webinar, we will provide an overview of the MQ Tools and Resources available in this inquiry category, and share tips and strategies for best practices.

2 Jun

Webinar

MQ In Action: James Hindes | Integrating Money Quotient into the XYPN Tech Stack

Money Quotient welcomes MQ Veteran James Hindes, who will share how he utilizes Money Quotient in his practice, and how he integrates the True Wealth process with portions of the XYPN tech stack (Wealthbox, RightCapital) and other tech solutions (Pulse360).

Latest from the MQ Blog

View all blog posts

How Financial Planners Can Support Behavior Change

Apr 29, 2022

In his article “Why Good Financial Behavior Isn’t Achievable Until You Believe That It…

Help Your Clients Make the Most of Their Regrets

Mar 30, 2022

In his latest book, The Power of Regret: How Looking Backward Moves Us Forward, Dan…

Assessing the Value of “Functional Quality” in Designing Financial Planning Engagements

Feb 25, 2022

In our Money Quotient training programs and research projects, we frequently refer to the groundbreaking…

View all newsletters »

Subscribe to receive newsletters and blog post alerts by email.

Name*

Email*

Contact

Follow Money Quotient

Subscribe to MQ Blog

Ken Gillaspie Legacy Fund Scholarship Application Deadline: May 27

Community Updates

Congratulations to Jennifer Luzzatto!

Congratulations to Elissa Buie and Yusuf Abugideiri!

Trending Online Links

The Angel Next Door podcast – Janine Firpo talks Sustainable Investing

How Financial Planners Can Support Behavior Change

Did You Know

June 2022 Fundamentals of True Wealth™ Planning Virtual Training – Registration Ends May 20!

Upcoming MQ Fundamentals

MQ Fundamentals of True Wealth™ Planning Virtual Training Course

Upcoming Events

MQ Open Forum: How Biography Shapes Our Perspective

MQ In Action: James Hindes | Integrating Money Quotient into the XYPN Tech Stack

Latest from the MQ Blog

How Financial Planners Can Support Behavior Change

Help Your Clients Make the Most of Their Regrets

Assessing the Value of “Functional Quality” in Designing Financial Planning Engagements

Subscribe

Contact