Instructor Marco Vangelisti has announced a networking event for alumni of his MQU course “Towards Aware and Values-Centered Investing” on Thursday, November 9, 2023 at 3:00pm PT / 6:00 pm ET, featuring special guest Vivienne Hsu, founder and CEO of LENDonate.
The array of options and opportunities in philanthropy can be complex and overwhelming. Money Quotient is excited to welcome Kelly Caffarelli, JD, and Faye Dresner, MBA, MSW of Resonance ATL, to share their expertise, experience, and knowledge in working directly with donors to ensure their contributions are making the desired impact.
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Registration for this course is now closed!
Join MQ President Amy Mullen, CFP® as she provides details regarding the the First Step Cash Management System™. Learn about this simple and unique approach to cash flow, how to use the process with clients, and fees for licensing and training.
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
A vision of one’s desired future may serve as a guiding light, but establishing a goal provides the roadmap and steps necessary to bring that vision to life. Join MQ Partner Jenna VanLeeuwen, CFP® as she discusses how she utilizes the MQ Tools and Resources to help her clients define their goals and enact plans to make their visions reality.
Instructor Marco Vangelisti has announced a networking event for alumni of his MQU course “Towards Aware and Values-Centered Investing” on Tuesday, August 22, 2023 at 3:00pm PT / 6:00 pm ET.
Join us as we welcome David Yeske, CFP® and Elissa Buie, CFP®, who will discuss approaches to both discovery and policy-based financial planning that have been shown to increase client trust and relationship commitment, while also improving client outcomes.
Surveys in 2005 and 2021 regarding communication and trust between Financial Advisors and their clients yielded significantly different results. What caused the changes? What can be done to improve relationships? Join us as MQ President Amy Mullen, CFP® discusses the findings and implications of this revealing new research!
1.0 CE accepted by the CFP Board!
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Join MQ Veteran Partners Jacob Newcomer, CFP® and Tanya Steinhofer, CFA, CFP® as they discuss values-focused investing, a strategy that aspires to fulfill a combination of both financial and philanthropic returns.
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
Registration for this course is now closed!
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!
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
Registration for this course is now closed!
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
