“Mindfulness” is the ability to be fully present in the moment without being overwhelmed. When we are mindful, we are aware of where we are, what we’re doing, and how it may affect others. Join MQ Veterans Tanya Steinhofer, CFA, CFP® and Mark Dale Mazur, RLP® to learn how to put mindfulness to work for you!
Resilience
In this webinar, Maggie Kulyk, CPRC®, Chartered SRI Counselor™ and members of the Chicory Wealth team will discuss resilience, both for your firm and for your clients.
January “MQ Partner Open Forum” webinar – Put the “FFLP” Training Into Action Right Away!
If you have attended a “Fundamentals of Financial Life Planning” training and have wondered how to implement what you learned, then listen in to this webinar!
January MQ Partner Open Forum
This session will offer the opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community.
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.
2021 MQ Gathering: Recap and Highlights
Join us as veteran guests share all of the highlights from the 2021 MQ Gathering!
A Conversation with Carl Richards
Carl Richards is best known as creator of the New York Times‘ “Sketch Guy” column, for his work on Marketplace Money, Oprah.com, and Forbes.com, and for his appearances as keynote speaker at financial planning conferences around the world. Join us as Carl joins MQ President Amy Mullen, CFP® for a discussion of industry assumptions that need to be challenged and of the future of the financial planning profession.
Advisor Perspectives: Communicating and Building Trust with Clients in a Virtual World
Carol Anderson, President of MQ Research and Education, joins the panel on a webinar hosted by Advisor Perspectives.
Annual MQ Partner Update
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.
April “MQ Partner Open Forum” webinar – The Enlighten Stage
Join us as we discuss the Enlighten Stage in the fourth of our five-part series covering MQ’s True Wealth™ process., with our guests from AVID Advisory and Investment Group!
August “First Step Open Forum” webinar – “Longevity Isn’t Just at the End”
New format! The First Step in Action webinar meets our MQ Partner Open Forum webinar for this discussion. Andrew Sivertsen, CFP® and Cicily Maton, CFP® from The Planning Center will be our guest veterans.
Best Practices for Virtual Meetings
MQ Partner James Hindes joins us to help the MQ Community plan for online meetings when in-person visits aren’t possible.
Creating a Collaborative Client Experience
A collaborative client experience creates an autonomous supportive environment for the client that will increase their engagement with the financial planning process and their commitment to reaching their goal and implementing the appropriate financial strategies. In addition, inviting the client to play a significant role in identifying and establishing relevant information and decisions not only deeply personalized the financial planning process but can also better ensure you are living up to your fiduciary duty. Join MQ President Amy Mullen, CFP® as she explains how MQ’s True Wealth Planning™ process can enhance collaboration and strengthen your client relationships.
Creative Strategies – Grounded Wisdom: Discovery Process and Policy-Based Financial Planning
1.5 CFP CE pending acceptance by the CFP Board
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.
December “First Step Open Forum” webinar – Working with Couples
We are excited to focus this session on managing cashflow with couples.
Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment
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!