Our original plan to connect the MQ Gathering with the SHIFT Conference in the spring of 2024 fell victim to logistical issues. Rest assured, we have pivoted and are already fast at work planning our event in late Fall 2024!
Although our main annual conference will continue to be named the “MQ Gathering,” we’ve also decided to combine the best parts of the MQ Retreat and MQ Gathering. You can expect to hear about some of the latest research from MQ Research & Education and some of our favorite academics while also engaging with like-minded professionals in fun and interesting learning activities and group discussions.
Dates and location for the MQ Gathering will be announced soon! Also, be sure to register for this 2024 event before the end of 2023 to take advantage of the Early Early Bird Rate.
Chapter X Podcast Reaches 150 Episodes!
MQ Veteran and past Advisory Board member Michael Kay, CFP®, just hit 150 episodes on…
September Anniversaries!
Congrats to all the MQ Partners celebrating their 5+ year Anniversaries this September! We are…
Gen X Financial Advice with Caleb Silver and Dr. Preston Cherry
Dr. Preston D. Cherry, AFC®, CFT-I™, CFP® recently hosted Caleb Silver on The Life Money…
Growing Number Living Paycheck to Paycheck
A recent LendingClub report has been in the news a lot lately. Many are…
Update in the Education Archive
If you haven’t logged into the Money Quotient Website for some time, be sure to check out all the updates we’ve made to the Education Archive! In addition to a little reorganizing, we’ve added several new recordings from 2022 and 2023 that vary in length from 20-60 minutes. Below is a list of the most recent additions:
NEW:
- Lessons Learned From the Pandemic, Shutdowns, and Financial Uncertainty
Dr. Marty Martin
Education Archive Location: Deeper Dives - Values-Focused Investing
Jacob Newcomer & Tanya Steinhofer
Education Archive Location: Practice Management - Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment
Amy Mullen
Education Archive Location: Deeper Dives - Creative Strategies – Grounded Wisdom: Discovery Process and Policy-Based Financial Planning
David Yeske and Elissa Buie
Education Archive Location: Practice Management
Upcoming MQ Fundamentals
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Upcoming Events
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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…