9Nov
2018
2018
MQ Advisory Board Meeting
The MQ Advisory Board will meet for an all day Strategic Planning Session.
Events
7Nov
2018
2018
Celebration Dinner
Continue the day’s conversations with other MQ Retreat attendees over cocktails and dinner.
7Nov
2018
2018
MQ Retreat – November 7 & 8
About MQ Retreat The Power of Questions: Unlocking the Possibilities for Personal and Professional Growth A world of questions is a world of possibility. Questions open our minds, connect us to each other, and shake outmoded paradigms. —Marilee Adams In Change Your Questions, Change Your Life, author Marilee Adams describes her vision […]
6Nov
2018
2018
MQ Retreat – Meet and Greet
Meet the other MQ Retreat Attendees and enjoy a cocktail and some hors d’oeuvres!
24Oct
2018
2018
October “MQ Partner Open Forum” webinar – Creating Your Practical Process
Brad Allen, CFP®, and Jessica Kirwin, CFP® from Allison Spielman Advisors will share how they created their practical process.
18Oct
2018
2018
A Dialogical Approach to Building Relationships
We are looking forward to learning about how to check our biases and engage in meaningful dialogue with special guest Andrew Greenia.
10Oct
2018
2018
“Fundamentals of Financial Life Planning” Training – October 10-12
No seats left in this training! Please check out our next training in Portland, March 6-8, 2019.
26Sep
2018
2018
“Fundamentals of Financial Life Planning” Firm Training – Como Australia
Money Quotient will be bringing their unique model of life-centered Financial Planning to HPH Solutions in Como Australia!
12Sep
2018
2018
September “MQ Partner Open Forum” webinar
William Pitney, CFP®, and MQ Vice President Amy Mullen, CFP®, will help us to understand how to introduce the MQ tools to existing clients.
6Sep
2018
2018
Overcoming Obstacles: Creating a Clear Path to Successfully Implementing Your MQ 5-E Client Process
MQ Vice President, Amy Mullen, CFP®, will be giving this presentation designed specifically for our MQ Community.
23Aug
2018
2018
August “MQ Partner Open Forum” webinar
Russell Kroeger, CFP®, will be our guest veteran to share how he has used the MQ tools in the prospecting process.
15Aug
2018
2018
MQ In Action
We are excited to have Ingrid Strauss, CFP®, from Cordis Financial join us as our guest MQ Veteran Partner.
10Aug
2018
2018
Third Quarter MQ Advisory Board Meeting
MQ and the Advisory Board meet to discuss updates and do some strategic planning.
26Jul
2018
2018
July “MQ Partner Open Forum” webinar
Think outside the process with us! We will be discussing creative ways to use the MQ tools and resources.
18Jul
2018
2018
“Introduction To MQ” Webinar
MQ Vice President Amy Mullen, CFP®, will give an overview of what Money Quotient is all about and how it can fit into your practice.
10Jul
2018
2018
Hosted “Fundamentals of Financial Life Planning” Training – Racine, WI
Money Quotient will be bringing their unique model of life-centered Financial Planning to Wisconsin!