2024
Events
2024
2024
Using the Progress Principle to Better Serve Your Clients
This webinar is an MQ Research & Education™ hosted event
In work environments, what sets the best managers above the rest? How can financial advisors apply these concepts about making progress, providing catalysts for progress, and nourishing progress to help clients in their financial lives? Join Thom Allison, CFP® as he discusses The Progress Principle to explain the emotions involved, and how to keep clients positively motivated.
1.0 CFP CE accepted by the CFP Board.
2024
MQ In Action – Melinda Davis, CFP®, CRPC®
Money Quotient welcomes MQ Veteran Partner and Advisory Board member Melinda Davis, CFP®, CRPC®, of Davis Wealth Advisors in New Hampshire. Melinda will share how she implements and utilizes the Money Quotient materials with her firm’s clients!
2024
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
2024
Overcoming the Curse of Knowledge
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.
2024
Strategic Planning for Your Financial Planning Firm
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!
2024
Open Office Hours with Amy Mullen, CFP®
2024
Enhancing Your Ability to Identify Client Values
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.
2024
Learning to Help Clients Face the Many Issues of Elderhood
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.
2024
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
2023
Improving Client Relationships and Outcomes through the Inclusive Financial Wellbeing and Empowerment Model
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.
2023
Annual MQ Partner Update
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.
2023
A Conversation with Carl Richards
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.
2023
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
2023
MQU Alumni “Office Hour” Session with Marco Vangelisti
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.
2023
Guiding Clients to Giving With Intention
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.