MQ Refresher & New Facilitation Skills!View all main articles
Join the Upcoming EQ Skills Workshop led by MQ President Amy Mullen, CFP® and MQ Veterans Brenna Baucum, CFP® and Paul Leighton, CLU, ChF! This will be a 3-day intensive on September 27-29 from 9am - 2pm PDT and will earn 15.5 CFP CE. There is a ton on the docket for this workshop: improving active listening skills, learning new facilitation skills, and getting refreshed on the MQ tools, process, philosophy, and theories! You're gonna love it.
“Watching Paul, Brenna and Amy serve as the advisor in the demonstrations was very valuable, and then practicing immediately after reinforced my confidence.” – MQ Partner Ryan Klekar
Community UpdatesView all community updates
Outsourcing Planning, Book Recommendations, and much more on the MQ Forum!
You have to see the latest in the Money Quotient Forum! Be part of all the…
Anniversary for June-August MQ Partners!
Congrats to all the MQ Partners celebrating their 5+ year Anniversaries! Paul Strebel, CPA, CFP®…
Trending Online LinksView all trending online links
Did You KnowView all
Reset & Renew
As part of an ongoing Money Quotient partnership, we welcome all of our MQ Partners to join their annual Reset & Renew Roundtable Discussion!
These discussions are a wonderful opportunity to be part of a small group coaching session among your peers in the MQ Community. Come with client issues you want to address, practice management questions, or ask for advice on upcoming business transitions. Nobody understands what you’re going through as much as your MQ peers, so come and stay connected!
Watch for an email from firstname.lastname@example.org on your anniversary month and be part of the fun.
Upcoming MQ FundamentalsView all MQ fundamentals
MQ Fundamentals of True Wealth™ Planning Virtual Training Course
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Upcoming EventsView all events
Creative Strategies – Grounded Wisdom: Discovery Process and Policy-Based Financial Planning
1.5 CFP CE pending acceptance by the CFP Board
Join us as we welcome David Yeske, CFP® and Elissa Buie, CFP®, who will discuss approaches to both discovery and policy-based financial planning that have been shown to increase client trust and relationship commitment, while also improving client outcomes.
MQU Alumni “Office Hour” Session with Marco Vangelisti
Instructor Marco Vangelisti has announced a networking event for alumni of his MQU course “Towards Aware and Values-Centered Investing” on Tuesday, August 22, 2023 at 3:00pm PT / 6:00 pm ET.
Latest from the MQ BlogView all blog posts
When Saying “Stop It!” Doesn’t Work
Recognizing instinctual, subconscious, and engrained habits or responses is a challenging, but important, first step…
I Mean, Really, What is Risk Tolerance Anyway?
Since the dawn of time (well, that might be a tad exaggerative), financial advisors have…
Listen to Understand: The True Purpose of Client Discovery
In our work with financial planners, we frequently point out that a successful practice is…