2021
MQ Open Forum: The Engage Stage
Join us as we take an in-depth look at the Engage Stage, the second of the five stages in the True Wealth™ Process.
Join us as we take an in-depth look at the Engage Stage, the second of the five stages in the True Wealth™ Process.
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Money Quotient welcomes Veteran MQ Partners Jennifer Luzzatto and Mike Sigmon to share how they are implementing and utilizing the Money Quotient materials.
Online registration for this course has closed. Please contact us directly if you would like to register.
How are you leading your clients through their worries about the events of the past year? In this community discussion, we will share ideas on how to use MQ tools to help you and your clients build emotional resilience through these uncertain times.
How do you establish early relationships with prospective clients? Join us as we take a deep dive in to the True Wealth™ Process, starting with the Explore Stage.
Looking to add more structure, value, or engagement to your annual update meetings with clients? Hear about the MQ perspective and talk with your peers in the MQ Community about how they prepare for these important discussions.
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
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.
Join us for this very interactive MQ Open Forum webinar as we discuss what went right, what went wrong, the lessons we learned, the habits we let go of, and the changes we’ve embraced over the past 12 months.
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Registration is now closed. There will be another Fundamentals Training in Feb. 2021!
Join us as we recap the highlights of the 2020 MQ Retreat with guests Mindy Davis, William Pitney, and James Hindes!
2020 MQ Retreat: Year Two and Beyond: Reimagining the Purpose and Potential of Your Client Relationships
Dr. Megan McCoy will provide an overview of this new field of research and practice, and explain how it can benefit you and your clients. She will also describe a specific approach to financial therapy that she created called Narrative Financial Therapy. Her presentation will conclude with an exploration of a specific Narrative Financial Therapy Intervention, “the Miracle Question,” and explain how to it can be applied in your client interactions.
Elissa Buie, CFP® and David Yeske, CFP® join us for this timely webinar to discuss their strategies for implementing values-based “policies” with their clients in advance of potential difficulties.
Join us as we welcome veteran MQ Partner Lev Mandel to discuss how Money Quotient materials can be used to provide value to and solidify client relationships.