The Latest Financial Behavior Keynote Group Speaker … Amy Mullen!View all main articles
MQ President, Amy Mullen, was invited to join the prestigious Financial Behavior Keynote Group! She is joining some of the finest speakers providing research and evidence-based presentations focused on individual relationships with money, including: Carl Richards, Kristy Archuleta, Michael G. Thomas, and others! Check out Amy’s Speaker Profile to review her various presentations and inquire about having her speak at your regional meetings.
- Bringing Science to the Art of Relationship
- Linking Life Planning & Cash Flow Management: Your Most Important Client Conversations
- Belief Systems that Limit the Potential of Your Client Relationships
- Become a Superhuman Financial Planner: Strengthen Your ESP (Extra-Sensory Perception) by Taking a Multi-Disciplinary Approach to Financial Planning
- Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment
- Financial Planning in Times of Uncertainty
- Self-Determination Theory: Leveraging Your Clients’ Innate Desire for Growth
Community UpdatesView all community updates
Our Partner Survey Winner!!
Recently, we sent out a survey to all of our Money Quotient partners in an…
Congrats to all the MQ Partners celebrating their 5+ year Anniversaries this December! We are…
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While in the Materials Directory, simply search for the title of the tool you’re looking for, and quickly find the correct spot in the directory.
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Upcoming MQ FundamentalsView all MQ fundamentals
MQ President Amy Mullen, CFP® will lead a two-day private training for Truepoint Wealth Counsel in Cincinnati, OH.
Upcoming EventsView all events
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Towards Aware and Values-Centered Investing
This course is an MQ Research & Education™ hosted event.
This course is designed to help financial planners gain an understanding of investment options and tools available, beyond those offered by Wall Street and ESG funds, to help clients truly align their financial and life plans with their values. 13.5 CFP CE accepted by the CFP Board.
Latest from the MQ BlogView all blog posts
Advice Kills Conversation
Marty Kurtz, a financial planner for nearly four decades, past Financial Planning Association president, and…
6 Steps to Changing Your Client’s Instinctual Responses
Working to make positive changes in our lives can be challenging for so many reasons.…
When Saying “Stop It!” Doesn’t Work
Recognizing instinctual, subconscious, and engrained habits or responses is a challenging, but important, first step…