With deep appreciation for our community, Money Quotient and MQ Research & Education are proud to announce the 2025 recipients of the Ken Gillaspie Legacy Fund scholarships:
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Ally Ecklund, CPA, CPWA®, CFP®, Founder and Financial Advisor, Zestiny Wealth
- Mark Zeigler, AFC®, Owner and Coach, Firebird Financial Health
As part of their award, Ally and Mark will attend our upcoming Fundamentals of True Wealth™ Planning training. Please join us in celebrating these advisors and the spirit of transformation they bring to our community.
Joanne Burke Featured in Investopedia
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Congratulations to Our August Fundamentals Grads!
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Motivational Interviewing Bootcamp Starts October 18
The next round of our popular Motivational Interviewing Bootcamp kicks off soon, and we’d love to see you there.
This 8-week, self-paced course is designed to help you build practical skills in Motivational Interviewing (MI)—an essential communication approach for building trust, evoking client motivation, and navigating ambivalence.
- Course runs October 18 – December 15
- Approved for 15 CFP® CE hours by CFP Board
- Approved for 12 AFC® CEUs by AFCPE
- Two optional Live Q&A calls included
- Open to all financial professionals
Whether you’re brand new to MI or ready for a refresher, this course offers practical tools you can use right away.
Upcoming MQ Fundamentals
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Upcoming Events
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Derek Hagen, CFA, CFP®, FBS®, CFT™ "Unlike IQ, emotional intelligence can be learned and improved…
EQ + IQ = MQ: The Formula for Meaningful Advice
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Building Emotional Intelligence as a Financial Advisor
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