Past Events

20Sep
2022

Webinar

MQ Open Forum: Continuity Planning

For an advisor, having a succession plan in place can provide a clear path for both clients and the colleagues who will continue their work together beyond the advisor’s retirement. However, one could argue that it is even more important to establish a continuity plan, in case an advisor’s death or medical event should occur suddenly and without warning. Join MQ Partner Fritz Brauner for a discussion of this very important topic!

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10Sep
2022

Online Course

Towards Aware and Values-Centered Investing

This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.

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27Jul
2022

Webinar

MQ Open Forum: The Heart of Meaningful (and Lasting) Goal-Setting

Despite the benefits, some clients are reluctant to set goals. As a partner, guide, and educator, you can help your client adopt a fresh perspective on goal-setting and align their financial goals with their values and priorities. Join us as we provide an overview of the tools and resources available in the “goals” category and share tips and strategies for best practices.

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7Jul
2022

Webinar

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.

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21Jun
2022

Webinar

MQ Open Forum: Helping Clients Navigate Internal Conflict by Exploring Biography

Money can serve as a source of conflict in our client’s lives, often as a result of deep-rooted perspectives that have developed over time. Exploring past experiences can help to raise awareness of those perspectives and their origins. In this MQ Open Forum, we’ll discuss how exploring your client’s biography can help in specific scenarios, including clients who overspend, carry a scarcity mindset, or have more than enough financial wealth but feel generally unhappy.

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17May
2022

Webinar

MQ Open Forum: How Biography Shapes Our Perspective

Helping our clients reflect on their unique money history can provide insight into the experiences that have influenced their current money management and financial decision-making habits. It also allows them to analyze and modify behaviors to more efficiently reach their goals. In this webinar, we will provide an overview of the MQ Tools and Resources available in this inquiry category, and share tips and strategies for best practices.

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