We recently completed two Fundamentals of True Wealth™ Planning trainings! Thank you to Rooted Planning Group for hosting an in-person training in beautiful Corning, NY and treating the participants to a gorgeous hike at Watkins Glen State Park and a tasting of the areas fabulous wines! It was also lovely to host new MQ Partners as well as seasoned veterans for a robust virtual training. Thanks to all participants for making these rich and rewarding learning experiences!
New Grads
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Veterans
- Brian Tegtmeyer
- Kshitija
- Jerry Sutton
Celebrating Josh Ackerman’s Podcast Launch
MQ Partner Josh Ackerman has recently launched his new podcast, Transition Talks: Business Exit &…
Kathy Longo’s Podcast Surpasses 150 Episodes!
We are thrilled to announce a significant milestone for one of our esteemed MQ Partners,…
Rich or Poor – The Need for Financial Literacy
In a recent episode of the Financial Therapy Podcast: "Rich or Poor – The Need…
Unmasking Generational Financial Behavior: FTA Best Paper
A recent study published in the FTA Journal "Unmasking the Phantoms of Generations: A Comparative…
Don’t Miss Out!
Our MQ Partner Forum is buzzing with activity and opportunities! Engaging in the forum keeps you connected to the latest updates, special offers, and valuable discussions that can enhance your practice.
Recently, we shared a rare last-minute opportunity in the forum. Two seats for our upcoming virtual Fundamentals of True Wealth Planning training were offered at a deeply discounted price of $150, down from the regular price of $2200.
Beyond special announcements, the forum is a hub for insightful discussions and valuable exchanges. Here are some of the recent topics our community has been exploring:
- Financial Therapist Referral
- Books on Practice Management
- Using AI to Start ‘Key Elements’
Engaging in these discussions not only broadens your knowledge but also connects you with fellow professionals who share your dedication to holistic financial planning. Don’t miss out on these valuable opportunities. Join the conversation in the MQ Partner Forum today!
Upcoming MQ Fundamentals
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Upcoming Events
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