Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
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.
Join us as we welcome David Yeske, CFP® and Elissa Buie, CFP®, who will discuss approaches to both discovery and policy-based financial planning that have been shown to increase client trust and relationship commitment, while also improving client outcomes.
Surveys in 2005 and 2021 regarding communication and trust between Financial Advisors and their clients yielded significantly different results. What caused the changes? What can be done to improve relationships? Join us as MQ President Amy Mullen, CFP® discusses the findings and implications of this revealing new research!
1.0 CE accepted by the CFP Board!
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Join MQ Veteran Partners Jacob Newcomer, CFP® and Tanya Steinhofer, CFA, CFP® as they discuss values-focused investing, a strategy that aspires to fulfill a combination of both financial and philanthropic returns.
Money Quotient welcomes Dan Johnson, CFP®, a solo practitioner finishing his first year as an MQ Partner. We look forward to hearing how he is implementing and utilizing the Money Quotient materials!
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Is there a silver lining in the cloud? Is it true that you should never let a good crisis go to waste? This webinar will challenge you to reflect upon and reframe all the uncertainty, anxiety, and losses we’ve experienced on so many levels since March 2020. Lessons for you as an individual, a planner, and financial planning firm will be presented to enable you to move forward with a vision, get more comfortable being uncomfortable, get clear about what’s not changing, and move with emotional, behavioral and organizational agility and grace.
Join veteran MQ Partners Brenna Baucum, CFP® and Jeanna Fifer, CFP®, CPWA® for a discussion of the Enlighten Stage, in which you will “present your financial plan and advice in a way that communicates an understanding of your clients’ concerns, interests, and aspirations while effectively linking financial strategies to their life goals.”
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.
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Join us as we recap the highlights of the 2020 MQ Retreat!
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.
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.
