MQ NEWS: 2022 Retreat Featured Speakers, Carol Anderson in the News, and more! Plus, May anniversaries, narrative therapy, and thanks to the MQ Board

2022 MQ RETREAT: FEATURED SPEAKERS

May 24, 2022

Our MQ Retreat is known for bringing in notable scholars and practitioners who share valuable insights for meeting current challenges and for serving as beacons in the lives of financial planning clients for many years to come. Featured speakers this year include:

Meghaan Lurtz, Ph.D., FBS™

Meghaan is a Professor of Financial Psychology at Kansas State University, an on-staff writer and researcher for kitces.com, and a past President and current board member for the Financial Therapy Association and Financial Psychology Institute Europe.

Timi Joy Jorgensen, Ph.D.

Timi is an Assistant Professor and Director

of Financial Education & Well-Being at The American College of Financial Services. Her research focuses on diversity, equity, and inclusion in financial services, financial well-being, and empowerment.

Deanna Sharpe, Ph.D., CFP®, CRPC®, CRPS

Deanna is an associate professor in the Personal Financial Planning Department at the University of Missouri - Columbia. Her research examines factors affecting later life financial and economic well-being.

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Community Updates

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MQ Advisory Board Update

May 24, 2022

Money Quotient believes that great strength can be found in extraordinary leadership. As such, we…

May Anniversaries

May 24, 2022

This May, Money Quotient celebrates 5+ year anniversaries with these wonderfully talented MQ Partners! Georgia…

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MQRE in the News

May 24, 2022

Following the publication of Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment (FPA website login required), MQ Research & Education President Carol Anderson, M.S. has been very busy with interviews by publications and podcasts regarding its findings. Check out what she’s been up to on the MQRE website.

Upcoming MQ Fundamentals

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8 Jun

MQ Fundamentals of True Wealth™ Planning Virtual Training Course

Registration has closed for the June training.

Upcoming Events

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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).

21 Jun

Webinar

MQ Open Forum: Helping Clients Navigate Internal Conflict by Exploring Biography

Money can serve as a source of conflict in our client’s lives, often as a result of deep-rooted perspectives that have developed over time. Exploring past experiences can help to raise awareness of those perspectives and their origins. In this MQ Open Forum, we’ll discuss how exploring your client’s biography can help in specific scenarios, including clients who overspend, carry a scarcity mindset, or have more than enough financial wealth but feel generally unhappy.

Latest from the MQ Blog

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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…

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2022 MQ RETREAT: FEATURED SPEAKERS

Community Updates

MQ Advisory Board Update

May Anniversaries

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Stanford Center on Longevity: Design Your Life Podcast

Questions, Not Answers: Conversations For Advisors To Navigate Clients’ Anxiety Around Change

Did You Know

MQRE in the News

Upcoming MQ Fundamentals

MQ Fundamentals of True Wealth™ Planning Virtual Training Course

Upcoming Events

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

MQ Open Forum: Helping Clients Navigate Internal Conflict by Exploring Biography

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

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