Past Events

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2May
2024

Webinar

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.

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16Apr
2024

Webinar

Using the Progress Principle to Better Serve Your Clients

This webinar is an MQ Research & Education™ hosted event

In work environments, what sets the best managers above the rest? How can financial advisors apply these concepts about making progress, providing catalysts for progress, and nourishing progress to help clients in their financial lives? Join Thom Allison, CFP® as he discusses The Progress Principle to explain the emotions involved, and how to keep clients positively motivated.

1.0 CFP CE accepted by the CFP Board. 

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19Mar
2024

Webinar

Overcoming the Curse of Knowledge

This webinar is an MQ Research & Education™ hosted event

Join Thom Allison, CFP®  in a discussion of the “curse of knowledge,” its potential negative influence on planner/client relationships, and the techniques and strategies than can help overcome the pitfalls that may result.

1.0 CFP CE accepted by the CFP Board. 

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20Feb
2024

Webinar

Open Office Hours with Amy Mullen, CFP®

Do you have a question about how or when to use an MQ Tool? Do you have a tricky client question that you haven’t solved yet? Have you had an experience for which you’d like to hear an expert opinion? Join us for a general discussion led by MQ President Amy Mullen, CFP®!

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15Feb
2024

Training

Private Training

MQ President Amy Mullen, CFP® will lead a two-day private training for Truepoint Wealth Counsel in Cincinnati, OH.

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8Feb
2024

Webinar

Enhancing Your Ability to Identify Client Values

How can you learn about your clients’ personalities and individual characteristics based on their answers to your questions?  MQ President Amy Mullen, CFP® will share how the MQ Tools and Resources can provide opportunities to discover your clients’ true personal values, and how you can use this information to enhance the relationships that you strive to build with them. She will also share some other communication tips and techniques that will encourage clients to think more deeply and collaborate with you to identify goals.

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16Jan
2024

Webinar

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.

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13Jan
2024

Online Course

Towards Aware and Values-Centered Investing

This course is an MQ Research & Education™ hosted event.

This course is designed to help financial planners gain an understanding of investment options and tools available, beyond those offered by Wall Street and ESG funds,  to help clients truly align their financial and life plans with their values. 13.5 CFP CE accepted by the CFP Board.

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19Dec
2023

Webinar

Improving Client Relationships and Outcomes through the Inclusive Financial Wellbeing and Empowerment Model

This webinar is an MQ Research & Education™ hosted event

Timi Jorgensen, Ph.D. will share how individual identity shapes the way we think, feel, behave, and interact with our financial world. We will dive into detailed findings that can unlock structural, behavioral, and cultural barriers your clients face in achieving financial health and explore tools and techniques to navigate the planner / client relationship and create more meaningful engagement with your clients. 1.5 CFP CE accepted by the CFP Board. 

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7Dec
2023

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.

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6Dec
2023

Webinar

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. 

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Event Types