Our second “MQ Fundamentals of True Wealth™ Planning” virtual training of 2022 concluded earlier this month, and we are extremely proud to welcome 17 new alumni to the MQ Community! This comprehensive five-day course provided an overview of Money Quotient’s unique model of life-centered financial planning. The spirited discussions, keen insight, and enthusiastic participation elevated the experience.
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Newsletters
Life Transitions Workbooks, the MQ Forum, exciting news in the MQ Community, and more!
Money Quotient’s Life Transitions Workbook Generator is a powerful tool that allows MQ Partners to create custom materials to suit individual clients’ needs.
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MQ NEWS: 2022 Retreat Featured Speakers, Carol Anderson in the News, and more! Plus, May anniversaries, narrative therapy, and thanks to the MQ Board
Our MQ Retreat is known for bringing in notable scholars and practitioners who share valuable insights for meeting current challenges and for serving as beacons in the lives of financial planning clients for many years to come.
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KGLF and June FTWP deadlines, supporting your client’s self-efficacy, and more!
The 2022 Ken Gillaspie Legacy Fund Scholarship recipient will receive paid tuition and up to $1,000 in travel expenses to one of two MQ “Fundamentals of True Wealth™ Planning” training sessions conducted this September.
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New retirement tools, advanced communication training, and more! Plus, the evolution of client communication and the power of exploring money memories.
We have created two new tools that will help you guide your retired clients in assessing their levels of satisfaction and identifying transitions they are experiencing. Through conversation, you have the opportunity to highlight the financial implications that require proactive planning.
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2022 MQ Retreat, KGLF Scholarship, and more! Plus, the value of regret, and Amy Mullen’s guest appearance on upcoming CE webinar
The MQ Research Consortium recently updated a 15-year-old study to explore how demographic shifts, economic uncertainties, environmental threats, political transitions, global unrest, and a worldwide pandemic have forever altered the needs and expectations of financial planning clients. The key question explored was, “Have the factors that foster higher levels of client trust and commitment changed over time?” At the 2022 MQ Retreat, lead researchers Carol Anderson, M.S., and Deanna Sharpe, Ph.D., will present the results and discuss the implications of this groundbreaking study.
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EB rates for June training, MQ Article Library, “Money Life” Podcast, and more! Plus, MQRE Research, and New Members to the MQ Community
“Early Bird” pricing for our virtual Spring Fundamentals of True Wealth™ Planning training course ends on Sunday, April 10:
- First Time Attendee: $2,200
- Alumni Attendee: $1,100
- NAPFA Member: $1,980
Successful completion of this training is required to become an MQ Partner. Those who have already completed the course may find attending the course again helpful as a refresher, helping to underscore and reinforce the use of MQ’s Tools and Materials. Alumni are eligible to attend at a 50% discount.
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FTWP graduating class, new MQ Tools, and more! Plus: Virtual meetings, an MQRE study group, and March anniversaries
Our spring “MQ Fundamentals of True Wealth™ Planning” virtual training was a great success! Thirteen students (including financial planners from the UK, India, and New Zealand) completed our comprehensive five-day course that provides an in-depth overview of Money Quotient’s unique model of life-centered financial planning.
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Learning to facilitate positive change, where to find MQ this spring, and more! Plus: how emotions can have a greater influence than facts
MQU welcomes Thom Allison as he guides another group of students through his course, Facilitating Positive Change in Your Clients’ Financial Lives.
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MQU Positive Change course, Financial Empathy webinar, and more! Plus, a career transition for a long-time MQ Partner
Financial Empathy and Inclusive Financial Wellbeing and Empowerment: Powerful Tools for Meaningful Client Relationships
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