This four-session online course is designed to provide a framework for understanding how your client’s “two brains” have different needs. We will be using the book Switch: How To Change Things When Change Is Hard as our text book. Approved for 10 CFP® CE credits.
Money Quotient welcomes Veteran MQ Partner Christopher Castles, ACS to share how he and his firm are implementing and utilizing the Money Quotient materials.
Registration has closed for the February training.
“Retirement planning” broadly encompasses pre-retirement, early-retirement, and later-retirement aspects. In this MQ Open Forum, we’ll talk about how you can help your clients intentionally design lives of contentment, not complacency, in each phase.
Race, ethnicity, and gender play a significant role in how consumers interact with their own finances, as well as the financial services industry. This webinar will explore:
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Self-determination theory suggests that people are motivated to grow and change by three innate psychological needs: autonomy, competence, and connection. Join us as MQ President Amy Mullen describes how advisors can frame the way they work with their clients to foster these universal needs and increase motivation in the financial planning process.
Getting to the heart of what brings your client joy and purpose is crucial to a meaningful financial planning engagement. In this MQ Open Forum, we’ll share a few tips and strategies to uncover what brings your client satisfaction and get a sense of their core values.
Money Quotient welcomes Veteran MQ Partners Peggy Kessinger and Tim Kober to share how they are implementing and utilizing the Money Quotient materials.
We’re excited to share with you some of the latest developments from Money Quotient that will change the MQ Partner experience in 2022.
The very act of giving makes us happier. As advisors, you have the great privilege of helping your clients discover how best to meet their philanthropic goals, deepening their connection with money and directing it with soulful purpose. Join us and hear from our community about how they’re walking clients through generosity planning.
Join us as veteran guests share all of the highlights from the 2021 MQ Gathering!
Registration for the 2021 MQ Gathering is now closed.
The 2021 MQ Gathering will continue the 2020 MQ Retreat theme, “Year Two and Beyond: Reimagining the Purpose and Potential of Your Client Relationships.”
Once practical, repeatable processes are established, financial planners can always work to improve their active listening, facilitation, and communication skills to enhance the effectiveness of their client experience. Join us as we review frameworks to effectively navigate your True Wealth™ Planning conversations and discuss the communication skills you have learned, adopted, and proven to be helpful in your client relationships.
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Registration for this training is now closed. Please join us in 2022!
