Advisors from across the country gathered in Minneapolis this month for the 2025 MQ Gathering; three days of deep thinking, real conversation, and meaningful connection.
Together, we explored how to navigate the complexity of a VUCA world: one that’s volatile, uncertain, complex, and ambiguous, and how to show up as steady guides for our clients in the midst of it. Through collaborative discussions and immersive exercises, we reflected on what it means to support not just financial goals, but emotional and psychological well-being during times of disruption.
Thank you to everyone who made this year’s Gathering such a thoughtful, energizing experience. We hope you left feeling grounded, recharged, and reconnected to your purpose.
Becky Walsh Featured on the Kitces Podcast
MQ Partner Becky Walsh was recently featured on the Financial Advisor Success podcast with Michael…
MQ Partner Jane Mepham at XYPN LIVE
MQ Partner Jane Mepham recently presented at XYPN LIVE 2025, sharing her expertise on a…
Tim Maurer on Human-First Planning
Money Quotient friend Tim Maurer joined Brendan Frazier on The Human Side of Money podcast…
Kitces Highlights the Power of Summarizing
MQ Financial Behavior Specialist Derek Hagen’s recent article, “Summarizing: A Tool for Helping Clients Feel…
Your Most Powerful Meeting Tool? Key Elements.
Looking for a simple way to anchor every client conversation? Start with the Key Elements document.
As you move through the Fundamentals of True Wealth™ process, this tool becomes a living summary of the client’s values, priorities, and personalized strategies. It captures the most important insights from each meeting and becomes the ultimate deliverable from the initial engagement.
Used consistently, Key Elements can transform how clients show up. A quick review at the start of future meetings reminds them what they care about most, re-engages their emotions, and keeps the conversation focused. It also creates space for clients to share any shifts in their goals or life circumstances—so your advice always stays relevant and personal.
Upcoming MQ Fundamentals
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Upcoming Events
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Beyond Biases: Behavioral Finance That Actually Works
Derek Hagen, CFA, CFP®, FBS®, CFT™ "Humans are not built to be perfect. We are…
The Three Levels of Psychology in Financial Planning
Derek Hagen, CFA, CFP®, FBS®, CFT™ "I should have studied psychology instead of finance." -Advisors…
Financial Planning Is About Trade-Offs, Not Perfect Solutions
Derek Hagen, CFA, CFP®, FBS®, CFT™ "There are no solutions. There are only trade-offs." -Thomas…