6Oct
2022
Webinar
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.
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20Sep
2022
Webinar
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!
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1Sep
2022
Webinar
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.
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25Aug
2022
Webinar
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
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16Aug
2022
Webinar
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.
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4Aug
2022
Webinar
MQU instructor Marco Vangelisti and MQ Partner (and course alumni) Johnny Roland will discuss “values-based investing,” which aligns financial plans and strategies with personal values.
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27Jul
2022
Webinar
Despite the benefits, some clients are reluctant to set goals. As a partner, guide, and educator, you can help your client adopt a fresh perspective on goal-setting and align their financial goals with their values and priorities. Join us as we provide an overview of the tools and resources available in the “goals” category and share tips and strategies for best practices.
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7Jul
2022
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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21Jun
2022
Webinar
Money can serve as a source of conflict in our client’s lives, often as a result of deep-rooted perspectives that have developed over time. Exploring past experiences can help to raise awareness of those perspectives and their origins. In this MQ Open Forum, we’ll discuss how exploring your client’s biography can help in specific scenarios, including clients who overspend, carry a scarcity mindset, or have more than enough financial wealth but feel generally unhappy.
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2Jun
2022
Webinar
Money Quotient welcomes MQ Veteran James Hindes, who will share how he utilizes Money Quotient in his practice, and how he integrates the True Wealth process with portions of the XYPN tech stack (Wealthbox, RightCapital) and other tech solutions (Pulse360).
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17May
2022
Webinar
Helping our clients reflect on their unique money history can provide insight into the experiences that have influenced their current money management and financial decision-making habits. It also allows them to analyze and modify behaviors to more efficiently reach their goals. In this webinar, we will provide an overview of the MQ Tools and Resources available in this inquiry category, and share tips and strategies for best practices.
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5May
2022
Webinar
Join us for a discussion with Janine Firpo, author of Activate Your Money: Invest to Grow Your Wealth and Build a Better World (2021).
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3May
2022
Webinar
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
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19Apr
2022
Webinar
Whether you’re working with young professionals, seasoned executives, or entrepreneurial business owners, the opportunities to help your clients proactively plan their career paths are abundant. In this MQ Open Forum, we’ll talk about ways to support your client as they transition from one professional identity to another.
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7Apr
2022
Webinar
Self-knowledge is an essential ingredient to understanding and improving money management habits and feeling clear and confident with financial decisions. Join MQ President Amy Mullen as she provides an overview and tips for best practices of the “Measure Your MQ” self-assessment and the “Raise Your MQ” workbook, which were designed to help your client focus their thinking on both the fact (IQ) and feeling (EQ) aspects of their financial well-being (MQ).
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31Mar
2022
Webinar
Money Quotient welcomes Kim Rosenberg, CFP®, to discuss how she implements and uses the First Step Cash Management System™.
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