MQ Retreat, Final FTWP of 2022, the Importance of Follow-Up Questions, and More!

Are You Ready for the 2022 MQ Retreat?

Aug 30, 2022

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 Updates

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August Anniversaries

Aug 30, 2022

MQ Partners who are celebrating their 8+ years Anniversaries Gregg Clarke, CFP® 12 Years Meritas Wealth Management Jeremy…

What Will Be Your Body of Work?

Aug 30, 2022

In a recent article in the Journal of Financial Planning, MQ Partner Neal Van Zutphen,…

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Registration for the final Fundamentals of True Wealth™ Training Course of 2022 ends on September 9

Aug 30, 2022

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.

Please note that virtual courses have also been scheduled for February 2023 and June 2023, and more will be added in the coming months.

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Upcoming MQ Fundamentals

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12 Sep

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 Events

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1 Sep

Webinar

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.

10 Sep

Online Course

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.

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Are You Ready for the 2022 MQ Retreat?

Community Updates

August Anniversaries

What Will Be Your Body of Work?

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Herman Brodie – The Power of Trust

Tactics for Asking Good Follow-Up Questions

Did You Know

Registration for the final Fundamentals of True Wealth™ Training Course of 2022 ends on September 9

Upcoming MQ Fundamentals

MQ Fundamentals of True Wealth™ Planning Training Course | Portland, OR

Upcoming Events

MQ In Action: Michael Goldman, M.A., CFP®

Towards Aware and Values-Centered Investing

Latest from the MQ Blog

Guiding Clients Through Life’s Challenges

What is True Client-Centered Discovery?

How Financial Planners Can Support Behavior Change

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