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XY Planning Network Podcast featuring AVID Planning
In a new podcast from XY Planning Network, Veteran MQ Partners, and founders of AVID…
Amy Mullen and MQ Partner Lexi Olian participate in FPA Panel Discussion
On Tuesday, December 14, MQ President Amy Mullen, CFP®, and MQ Partner Lexi Olian joined…
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Our Next MQU Course Begins on March 5, 2022
MQU welcomes Thom Allison as he guides another group of students through his course, Facilitating Positive Change in Your Clients’ Financial Lives.
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“Fundamentals of True Wealth™” Training – Hosted Training – Brentwood, TN
Gary Dean and his team at TrustCore are bringing MQ to Tennessee – registration is now open!
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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.
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
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Financial Choices and Matters of the Heart
No matter how much or how little money you have flowing through your life,…
Your Client is an Adult – Treat Them Like One
At the end of a thorough financial planning engagement, an advisor hands their client a…
Evidence-Based Financial Planning: A Call to Action
“The scientific method provides a framework for validating the profession’s best practices so that practitioners…