Would you like to experience meaningful conversations with your clients on a more consistent basis? Would you like to support and facilitate positive change in their lives? Explore the simple art of asking beautiful questions that can reveal deeper truths and unexpected wisdom!
“7 Steps to Protect Yourself, Your Practice, and Your Clients Who Have Diminished Mental Capacity”
Bob Mauterstock, CFP®, presents this valuable information in his field of study. Mauterstock was also a speaker at our 2016 MQ Retreat.
“Concrete Tips for Working with Grieving Clients”
In this webinar, Libby Palomeque, a CERTIFIED FINANCIAL PLANNER™ and grief counselor, explains how you can interact with grieving clients in the most effective way.
“From Personality to Saving Behavior: Bridging the Saving Gap”
Sarah was one of the recipients of the 2016 Montgomery-Warschauer Award for the November 2015 Journal of Financial Planning article she cowrote, “From Functioning to Flourishing: Applying Positive Psychology to Financial Planning.” She also spoke on this topic at our 2016 Retreat.
“Fundamentals of Financial Life Planning” Firm Training – Cincinnati, Ohio
Money Quotient will be bringing their unique model of life-centered Financial Planning to the Truepoint Wealth Counsel, LLC in Cincinnati, Ohio!
“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!
“Fundamentals of Financial Life Planning” Firm Training – Decatur, Georgia
Money Quotient will be bringing their unique model of life-centered Financial Planning to Chicory Wealth in Decatur, Georgia!
“Fundamentals of Financial Life Planning” Firm Training – Granger, IN
Money Quotient will be bringing their unique model of life-centered Financial Planning to the Korhorn Financial Group, Inc, in Granger, Indiana!
“Fundamentals of Financial Life Planning” Firm Training – Minneapolis, MN
Money Quotient will be bringing their unique model of life-centered Financial Planning to JNBA Financial Advisors in Minneapolis, MN!
“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.
“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.
2020 Introduction To MQ
MQ Vice President Amy Mullen, CFP® will share an overview of Money Quotient and how MQ’s services can fit into your practice!
“MQ Annual Partner Update” Webinar
Stay up to date on all things MQ!
MQ Annual Partner Update
Stay up to date on all things MQ!
“MQ Annual Partner Update” Webinar
Stay up to date on all things MQ!
“MQ Gathering” – Meet and Greet
Meet the other MQ Gathering attendees and enjoy a cocktail and some hors d’oeuvres!