16Apr
2024
Webinar
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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9Apr
2024
Webinar
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!
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4Apr
2024
Webinar
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
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19Mar
2024
Webinar
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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7Mar
2024
Webinar
Join MQ President Amy Mullen, CFP® as she explains and demonstrates how MQ Tools and Resources can be used to create a strategic framework for planning with your team!
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21Feb
2024
Training
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Registration for this course is now closed!
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15Feb
2024
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
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
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
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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4Jan
2024
Webinar
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
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19Dec
2023
Webinar
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
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
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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14Nov
2023
Webinar
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
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