We’re heading to Carlsbad, CA, for our next in-person Fundamentals of True Wealth™ Planning training, now scheduled for February 4–6, 2026. This is a great opportunity to experience MQ’s core training in a focused, immersive setting while escaping the winter chill.
This course qualifies for a full year’s worth of IAR CE credits, including all 6 hours of Ethics & Professional Responsibility and 6 hours of Products & Practice. Whether you’re looking to fulfill CE requirements early or revisit the foundation of life-centered planning, this is the perfect way to start the year.
Have you already completed Fundamentals? MQ alumni are welcome to register at alumni pricing and attend again; a great way to re-energize your process and reconnect with your “why.”
Lev Mandel Publishes Money Is Weird
Big congratulations to Lev Mandel, MQ Partner and financial life strategist, on the release of…
Tanya Steinhofer Hosts a Meaningful Client Event 🎉🎉
Congratulations to Tanya Steinhofer, CFP®, CFA, for hosting a powerful and heartfelt client appreciation event…
Derek on The Get Ready Money Podcast
What does it mean to go beyond the numbers in financial planning? In this conversation…
Why Clients Underspend (And What to Do About It) From Nerd’s Eye View
Many clients have spent decades building wealth—but when it comes time to enjoy it, they…
Did You Know We Offer Client Event Facilitation?
You’ve done the wine night, the market update, the speaker dinner. But what if your next client event sparked genuine conversation instead of passive listening?
Money Quotient now offers facilitated client events designed to reflect how you actually work with clients. These are not presentations, they’re experiences built to deepen trust, surface shared values, and strengthen the client–advisor relationship.
Whether you’re hosting a small gathering or a firm-wide event, we’ll help you create something your clients won’t just attend—but remember.
Upcoming MQ Fundamentals
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Upcoming Events
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“Buy Experiences, Not Things” Is Too Simple
Derek Hagen, CFA, CFP®, FBS®, CFT™ "There is nothing so useless as doing efficiently that…
Why Experiences Deliver More Value Than Things
Derek Hagen, CFA, CFP®, FBS®, CFT™ "Experiential purchases make better stories than material purchases." -Elizabeth…
The Psychology of Spending
Derek Hagen, CFA, CFP®, FBS®, CFT™ "We have a natural tendency to compare ourselves to…