9May
2023
Webinar
1.0 CFP CE pending acceptance by the CFP Board.
Is there a silver lining in the cloud? Is it true that you should never let a good crisis go to waste? This webinar will challenge you to reflect upon and reframe all the uncertainty, anxiety, and losses we’ve experienced on so many levels since March 2020. Lessons for you as an individual, a planner, and financial planning firm will be presented to enable you to move forward with a vision, get more comfortable being uncomfortable, get clear about what’s not changing, and move with emotional, behavioral and organizational agility and grace.
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29Apr
2023
Online Course
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.
13.5 CFP CE accepted by the CFP Board!!
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18Apr
2023
Webinar
Join veteran MQ Partners Brenna Baucum, CFP® and Jeanna Fifer, CFP®, CPWA® for a discussion of the Enlighten Stage, in which you will “present your financial plan and advice in a way that communicates an understanding of your clients’ concerns, interests, and aspirations while effectively linking financial strategies to their life goals.”
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6Apr
2023
Webinar
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.
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9Mar
2023
Webinar
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
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22Feb
2023
Training
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
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18Jan
2023
Training
A fully engaged client is more likely to commit to the financial planning process and implement recommended financial strategies. In this three-day virtual workshop, MQ Partners will explore best practices in communication to engage the client’s heart and mind throughout the discovery process.
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6Dec
2022
Webinar
Join us as we recap the highlights of the 2020 MQ Retreat!
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8Nov
2022
Webinar
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.
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25Oct
2022
MQ Retreat
Nurturing Resilient & Rewarding Client Relationships in a Rapidly Changing Environment
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18Oct
2022
Webinar
How can you differentiate your practice from others who may use similar language? How can you motivate clients to take a chance and try something new? Join MQ President Amy Mullen, CFP®, who will discuss the psychological aspects of engaging prospects and motivating them to work with you.
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6Oct
2022
Webinar
The word “legacy” conjures images of end-of-life and estate planning, but one’s actual legacy is something that is developed over a lifetime and is shaped by decisions and behaviors. Clarity around personal legacy aspirations can positively impact long-term planning and your clients’ everyday actions. Join us as we discuss the various interpretations of the word “legacy” that your client might have, and learn about the tools and resources MQ Partners can use to help clients explore their unique definition of a healthy legacy.
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28Sep
2022
Training
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Registration for this Fundamentals Training course has closed. Please email us to be added to our wait-list! Registration for 2023 Fundamentals courses is still open.
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20Sep
2022
Webinar
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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12Sep
2022
Training
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
Registration for this Fundamentals Training course has closed. Please email us to be added to our wait-list! Registration for the virtual training beginning on September 28 is still open.
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10Sep
2022
Online Course
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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