Are You Ready for the 2022 MQ Retreat??View all main articles
Excitement is building as we draw nearer to the 2022 MQ Retreat, to be held in-person in Portland, OR from October 25-27. We hope you share our enthusiasm after watching these two short videos! Thom Allison, CFP® explains both the personal and professional benefits of attending this year's MQ Retreat, and how your own participation is key to improving your own practice. Meghaan Lurtz, Ph.D. looks forward to joining us as both a presenter and an attendee, and provides a sneak preview of her presentation, "Financial Stress & Anxiety: Keeping Yourself & Clients Mentally Healthy."
Community UpdatesView all community updates
What Will Be Your Body of Work?
In a recent article in the Journal of Financial Planning, MQ Partner Neal Van Zutphen,…
MQ Partners who are celebrating their 8+ years Anniversaries Gregg Clarke, CFP® 12 Years Meritas Wealth Management Jeremy…
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Registration for the final Fundamentals of True Wealth™ Training Course of 2022 ends on September 9
Time is running out to register for the final virtual Fundamentals of True Wealth™ Training Course of 2022, taking place via Zoom and our online classroom from September 28-30 and October 3-4, 2022.
The final date for U.S. residents to register for the course is Friday, September 9.
For those joining us from outside the U.S., registration ends on Friday, September 2.
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.
Upcoming EventsView all events
MQ In Action: Michael Goldman, M.A., CFP®
Money Quotient welcomes Veteran MQ Partner Michael Goldman, M.A., CFP® to share how he and his firm are implementing and utilizing the Money Quotient materials.
Towards Aware and Values-Centered Investing
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
Latest from the MQ BlogView all blog posts
Guiding Clients Through Life’s Challenges
As financial advisors, we often experience the privilege of being among the first to be…
What is True Client-Centered Discovery?
At Money Quotient, we believe that the most successful client relationships are built on asking…
How Financial Planners Can Support Behavior Change
In his article “Why Good Financial Behavior Isn’t Achievable Until You Believe That It…