Past Events

17May
2022

Webinar

MQ Open Forum: How Biography Shapes Our Perspective

Helping our clients reflect on their unique money history can provide insight into the experiences that have influenced their current money management and financial decision-making habits. It also allows them to analyze and modify behaviors to more efficiently reach their goals. In this webinar, we will provide an overview of the MQ Tools and Resources available in this inquiry category, and share tips and strategies for best practices.

Read more »

19Apr
2022

Webinar

MQ Open Forum: Walking Clients Through Professional Transition

Whether you’re working with young professionals, seasoned executives, or entrepreneurial business owners, the opportunities to help your clients proactively plan their career paths are abundant. In this MQ Open Forum, we’ll talk about ways to support your client as they transition from one professional identity to another.

Read more »

7Apr
2022

Webinar

MQ Education: Help Your Clients Measure & Raise Their MQ

Self-knowledge is an essential ingredient to understanding and improving money management habits and feeling clear and confident with financial decisions. Join MQ President Amy Mullen as she provides an overview and tips for best practices of the “Measure Your MQ” self-assessment and the “Raise Your MQ” workbook, which were designed to help your client focus their thinking on both the fact (IQ) and feeling (EQ) aspects of their financial well-being (MQ).

Read more »

15Mar
2022

Webinar

MQ Open Forum: Understanding Life Transitions

Change is the only constant, so it’s no wonder life’s transitions are at the heart of most financial planning work. In this MQ Open Forum, we’ll share a few tips and strategies for guiding your clients’ through successful life transitions and helping them understand the benefits of proactive and collaborative planning for transitions throughout their life journey.

Read more »

3Feb
2022

Webinar

Financial Empathy and Inclusive Financial Wellbeing and Empowerment: Powerful Tools for Meaningful Client Relationships

Race, ethnicity, and gender play a significant role in how consumers interact with their own finances, as well as the financial services industry. This webinar will explore:

 

  • the universal and divergent areas of financial wellbeing for eight unique identity groups
  • the role of the planner in empowering individuals to improve their financial well-being through financial empathy
  • the surprising ways financial empathy can foster or derail trust in the planner/client relationship.

Read more »

24Jan
2022

Webinar

MQ Education: Fostering Your Client’s Self-Determination

Self-determination theory suggests that people are motivated to grow and change by three innate psychological needs: autonomy, competence, and connection. Join us as MQ President Amy Mullen describes how advisors can frame the way they work with their clients to foster these universal needs and increase motivation in the financial planning process.

Read more »