2024
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
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!
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.
A fully engaged client is more likely to commit to the financial planning process and implement recommended financial strategies. In this half-day virtual workshop, MQ Partners will explore best practices in communication to engage the client’s heart and mind throughout the discovery process.
4.0 CFP CE accepted by the CFP Board.
This course will be limited to 24 attendees.
As explained in The Paradox of Choice: Why More is Less, the more choices we are given, the less likely we are to make a decision. This phenomena is frequently demonstrated in financial planning relationships as well. Join Thom Allison, CFP® for a discussion of how this paradox of choice tends to affect people, and learn tips for recognizing when clients are stuck and need help moving past indecision.
1.0 CFP CE accepted by the CFP Board.
Developing a clear and compelling value proposition offers many benefits, including differentiating your firm from others, motivating your clients to take action, and helping clients to visualize working with you. In this half-day virtual workshop, MQ Partners will explore ways to increase engagement, commitment, and build trust with unknown prospects and long-term clients via the use clear and specific language.
Join us for an in-person, 3-day Fundamentals of True Wealth™ Planning training event in Corning, NY! Seating is limited to 18 participants – register now to reserve your seat!
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Save the Date!! We will see you in Brentwood, TN (just 10 miles from downtown Nashville). Additional information coming soon!