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MQ News

TOWARDS AWARE AND VALUES-BASED INVESTING.

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Aug 16, 2022

6.5 CE accepted by the CFP Board! Money Quotient University's 10-week, 5-session course, Towards Aware and Values-Centered Investing, will begin on September 10. This course is designed for financial professionals ready to engage in out-of-the-box thinking regarding options for clients who want to a) know their investments are doing no harm; and/or b) actively engage in making the world a better place via their investments. Building upon their recent MQ Webinar, Values Based Investing, instructor Marco Vangelisti and contributing MQ Partner Johnny Roland will help financial planners understand investment options and tools available to help clients truly align their financial and life plans with their values. This course is available to everyone, including non-MQ Partners. MORE INFO / REGISTER

Community Updates

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Jane Mepham’s Work at The Harvard Business School

Aug 16, 2022

Jane Mepham, a Ken Gillaspie Legacy Fund recipient in 2021, continues to impress the MQ…

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July MQ Partners Celebrating Anniversaries!

Jul 28, 2022

In July, the following MQ Partners celebrated their 5+ year anniversaries with the MQ Community!…

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Trending Online Links

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The Human Side of Money Ep. 55: Infusing Life Into The Financial Planning Process with Tim Maurer

Aug 16, 2022

In this episode of The Human Side of Money podcast, Tim Maurer discusses various methods…

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Why You Shouldn’t Be Afraid to Ask Sensitive Questions

Jul 28, 2022

Asking the right questions at the right time is a complex task, especially when they…

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Did You Know

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Using MQ Tools as Part of Your Marketing Materials

Aug 16, 2022
The “Introductions” to each MQ inquiry category make for a great blog that engages and educates your client or prospect. To create a “lead magnet,” you can include a “call to action” by including a link to an MQ Tool in the same inquiry category. This will allow the client or prospect to begin a personal exploration, raising their awareness and identifying the benefits of working with you.
Once you’ve logged into the account, MQ Partners can find the Introductions for each inquiry category under “Practice Management Resources – Client Materials.”

Upcoming MQ Fundamentals

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12 Sep

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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Upcoming Events

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16 Aug
Webinar

MQ Open Forum: Visualizing Generosity: A Goal-Setting Journey for Existing Clients

 

Join us as we discuss ways to utilize the suite of goal-setting tools to visualize a life of generosity and identify goals for gifting one’s time, energy, or money that aligns with that individual’s core values.

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25 Aug
Webinar

Introduction to Money Quotient

Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!

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Latest from the MQ Blog

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Guiding Clients Through Life’s Challenges

Jul 27, 2022

As financial advisors, we often experience the privilege of being among the first to be…

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What is True Client-Centered Discovery?

Jun 30, 2022

At Money Quotient, we believe that the most successful client relationships are built on asking…

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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…

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