Jamie Bosse, CFP®, RFC, will be helping us understand how we can set our kids up for financial success for life.
Learning to Help Clients Face the Many Issues of Elderhood
As America’s population grows older, financial advisors must learn new skills to meet older clients’ needs. MQ is excited to welcome Annalee Kruger, Robert Mauterstock, CFP®, and Robert Powell, CFP® (the principals of Plan4Life) to discuss how to add more value to elderhood-centric client relationships.
Lessons Learned From the Pandemic, Shutdowns, and Financial Uncertainty
1.0 CFP CE pending acceptance by the CFP Board.
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.
March “MQ Partner Open Forum” webinar – The Envision Stage
We’re bringing back Mindy Davis, CFP®, CRPC® to cover the Envision Stage for us.
May “MQ Partner Open Forum” webinar – The Empower Stage
Join us as we discuss the Empower Stage with Michelle Maton, CFP© in the last of our five-part series covering MQ’s True Wealth™ process.
Meet the Author: Janine Firpo
Join us for a discussion with Janine Firpo, author of Activate Your Money: Invest to Grow Your Wealth and Build a Better World (2021).
MQ Annual Partner Update
Stay up to date on all things MQ!
MQ Community Discussion: Dealing With Uncertainty / Guiding Your Clients Through Current World Events
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.
MQ Community Discussion: What Is It All For?
Throughout the last 18-months, advisors and their clients have had their status quo shaken. Clients are reevaluating their aspirations, the ultimate purpose of their nest egg, and asking themselves, “What is it all for?” In this MQ Community Discussion, we want to hear your ideas on how to navigate these conversations, as well as share the MQ Perspective on how to help them create their vision of not just a new normal but a better, more fulfilling life.
MQ Education: Fostering Your Client’s Self-Determination
Self-determination theory suggests that people are motivated to grow and change by three innate psychological needs: autonomy, competence, and connection. Join us as MQ President Amy Mullen describes how advisors can frame the way they work with their clients to foster these universal needs and increase motivation in the financial planning process.
MQ Education: Help Your Clients Measure & Raise Their MQ
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).
MQ Educational Webinar – 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.
MQ Educational Webinar – Belief Systems
Join MQ President Amy Mullen, CFP as she explores the influence of belief systems and how they can either support or interfere with the development of successful and fulfilling relationships.
MQ Educational Webinar: Marketing – Leading With Your Why
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.
MQ In Action – Dan Johnson, CFP®
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!
MQ In Action – Melinda Davis, CFP®, CRPC®
Money Quotient welcomes MQ Veteran Partner and Advisory Board member Melinda Davis, CFP®, CRPC®, of Davis Wealth Advisors in New Hampshire. Melinda will share how she implements and utilizes the Money Quotient materials with her firm’s clients!