19Mar
2024
Webinar
This webinar is an MQ Research & Education™ hosted event
Join Thom Allison, CFP® in a discussion of the “curse of knowledge,” its potential negative influence on planner/client relationships, and the techniques and strategies than can help overcome the pitfalls that may result.
1.0 CFP CE accepted by the CFP Board.
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7Mar
2024
Webinar
Join MQ President Amy Mullen, CFP® as she explains and demonstrates how MQ Tools and Resources can be used to create a strategic framework for planning with your team!
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8Feb
2024
Webinar
How can you learn about your clients’ personalities and individual characteristics based on their answers to your questions? MQ President Amy Mullen, CFP® will share how the MQ Tools and Resources can provide opportunities to discover your clients’ true personal values, and how you can use this information to enhance the relationships that you strive to build with them. She will also share some other communication tips and techniques that will encourage clients to think more deeply and collaborate with you to identify goals.
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16Jan
2024
Webinar
As America’s population grows older, financial advisors must learn new skills to meet older clients’ needs. MQ is excited to welcome Annalee Kruger, Robert Mauterstock, CFP®, and Robert Powell, CFP® (the principals of Plan4Life) to discuss how to add more value to elderhood-centric client relationships.
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4Jan
2024
Webinar
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
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19Dec
2023
Webinar
This webinar is an MQ Research & Education™ hosted event
Timi Jorgensen, Ph.D. will share how individual identity shapes the way we think, feel, behave, and interact with our financial world. We will dive into detailed findings that can unlock structural, behavioral, and cultural barriers your clients face in achieving financial health and explore tools and techniques to navigate the planner / client relationship and create more meaningful engagement with your clients. 1.5 CFP CE accepted by the CFP Board.
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7Dec
2023
Webinar
Join us for this MQ Partner Update to keep abreast of new developments at Money Quotient and our plans for the future! Whether you are a seasoned veteran or new to the MQ Community, we strongly advise joining us for this free session.
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6Dec
2023
Webinar
Carl Richards is best known as creator of the New York Times‘ “Sketch Guy” column, for his work on Marketplace Money, Oprah.com, and Forbes.com, and for his appearances as keynote speaker at financial planning conferences around the world. Join us as Carl joins MQ President Amy Mullen, CFP® for a discussion of industry assumptions that need to be challenged and of the future of the financial planning profession.
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14Nov
2023
Webinar
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
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9Nov
2023
Webinar
This webinar is an MQ Research & Education™ hosted event.
Instructor Marco Vangelisti has announced a networking event for alumni of his MQU course “Towards Aware and Values-Centered Investing” on Thursday, November 9, 2023 at 3:00pm PT / 6:00 pm ET, featuring special guest Vivienne Hsu, founder and CEO of LENDonate.
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1Nov
2023
Webinar
The array of options and opportunities in philanthropy can be complex and overwhelming. Money Quotient is excited to welcome Kelly Caffarelli, JD, and Faye Dresner, MBA, MSW of Resonance ATL, to share their expertise, experience, and knowledge in working directly with donors to ensure their contributions are making the desired impact.
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24Oct
2023
Webinar
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.
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26Sep
2023
Webinar
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
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7Sep
2023
Webinar
A vision of one’s desired future may serve as a guiding light, but establishing a goal provides the roadmap and steps necessary to bring that vision to life. Join MQ Partner Jenna VanLeeuwen, CFP® as she discusses how she utilizes the MQ Tools and Resources to help her clients define their goals and enact plans to make their visions reality.
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