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June Fundamentals of True Wealth™ Planning Virtual Training Our second "MQ Fundamentals of True Wealth™ Planning" virtual training of 2022 concluded earlier this month, and we are extremely proud to welcome 17 new alumni to the MQ Community! This comprehensive five-day course provided an overview of Money Quotient's unique model of life-centered financial planning. The spirited discussions, keen insight, and enthusiastic participation elevated the experience. We would also like to thank MQ Facilitators Johnny Roland, CFP®, and James Hindes, who went above and beyond to ensure a successful training experience. Sound like fun? Want to join us? Early-bird pricing for both September trainings (one in-person and one virtual) ends soon. Secure your spot today!
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Joanne Burke CFP® Shout-Out to MQ
MQ Partner Joanne Burke, CFP®, CPA/PFS, MA, appeared on a May 2022 episode of "Shaping…
Congrats to Corey Beal for Making 40/40
InvestmentNews has shared its 2022 class of "40 Under 40," featuring top financial advisors, wealth…
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Webinar Recording: MQ In Action – James Hindes Integrating Money Quotient into the XYPN Tech Stack
Earlier this month, MQ Partner and Implementation Consultant James Hindes joined us for a Money Quotient in Action webinar.
By showing his virtual workspace setup and walking through a sample client, he demonstrated how he incorporates the MQ True Wealth process with portions of the XYPN tech stack (Wealthbox, RightCapital) and other tech solutions (Pulse360).
We thank James for his insight and invite you to learn from his informative presentation:
Upcoming MQ FundamentalsView all MQ fundamentals
MQ Fundamentals of True Wealth™ Planning Training Course | Portland, OR
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
Registration for this Fundamentals Training course has closed. Please email us to be added to our wait-list! Registration for the virtual training beginning on September 28 is still open.
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MQ Educational Webinar – Annual MQ Partner Update
Join us for this MQ Partner Update to keep abreast of new developments at Money Quotient and our plans for the future! Whether you are a seasoned veteran or new to the MQ Community, we strongly advise joining us for this free session.
MQ Open Forum: The Heart of Meaningful (and Lasting) Goal-Setting
Despite the benefits, some clients are reluctant to set goals. As a partner, guide, and educator, you can help your client adopt a fresh perspective on goal-setting and align their financial goals with their values and priorities. Join us as we provide an overview of the tools and resources available in the “goals” category and share tips and strategies for best practices.
Latest from the MQ BlogView all blog posts
How Financial Planners Can Support Behavior Change
In his article “Why Good Financial Behavior Isn’t Achievable Until You Believe That It…
Help Your Clients Make the Most of Their Regrets
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
In our Money Quotient training programs and research projects, we frequently refer to the groundbreaking…