9Mar
2023
2023
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Past Events
22Feb
2023
2023
MQ Fundamentals of True Wealth™ Planning Virtual Training Course
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
22Feb
2023
2023
*** TEMPLATE *** MQ Fundamentals of True Wealth™ Planning Virtual Training Course *** TEMPLATE ***
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
18Jan
2023
2023
EQ Skills Workshop: Developing Communication Strategies to Enhance Client Engagement
A fully engaged client is more likely to commit to the financial planning process and implement recommended financial strategies. In this three-day virtual workshop, MQ Partners will explore best practices in communication to engage the client’s heart and mind throughout the discovery process.
6Dec
2022
2022
MQ Open Forum: 2022 MQ Retreat Recap and Highlights
Join us as we recap the highlights of the 2020 MQ Retreat!
8Nov
2022
2022
Introduction to the First Step Cash Management System™
Join MQ President Amy Mullen, CFP® as she provides details regarding the the First Step Cash Management System™. Learn about this simple and unique approach to cash flow, how to use the process with clients, and fees for licensing and training.
25Oct
2022
2022
2022 MQ Retreat – October 25-27
Nurturing Resilient & Rewarding Client Relationships in a Rapidly Changing Environment
18Oct
2022
2022
MQ Educational Webinar: Marketing – Leading With Your Why
How can you differentiate your practice from others who may use similar language? How can you motivate clients to take a chance and try something new? Join MQ President Amy Mullen, CFP®, who will discuss the psychological aspects of engaging prospects and motivating them to work with you.
6Oct
2022
2022
MQ Open Forum: Legacy Planning – Creating Values-Based Continuity Across Generations
The word “legacy” conjures images of end-of-life and estate planning, but one’s actual legacy is something that is developed over a lifetime and is shaped by decisions and behaviors. Clarity around personal legacy aspirations can positively impact long-term planning and your clients’ everyday actions. Join us as we discuss the various interpretations of the word “legacy” that your client might have, and learn about the tools and resources MQ Partners can use to help clients explore their unique definition of a healthy legacy.
28Sep
2022
2022
MQ Fundamentals of True Wealth™ Planning Virtual Training Course
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Registration for this Fundamentals Training course has closed. Please email us to be added to our wait-list! Registration for 2023 Fundamentals courses is still open.
20Sep
2022
2022
MQ Open Forum: Continuity Planning
For an advisor, having a succession plan in place can provide a clear path for both clients and the colleagues who will continue their work together beyond the advisor’s retirement. However, one could argue that it is even more important to establish a continuity plan, in case an advisor’s death or medical event should occur suddenly and without warning. Join MQ Partner Fritz Brauner for a discussion of this very important topic!
12Sep
2022
2022
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.
10Sep
2022
2022
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.
1Sep
2022
2022
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.
25Aug
2022
2022
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
16Aug
2022
2022
MQ Open Forum: Visualizing Generosity: A Goal-Setting Journey for Existing Clients
Join us as we discuss ways to utilize the suite of goal-setting tools to visualize a life of generosity and identify goals for gifting one’s time, energy, or money that aligns with that individual’s core values.