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MQRE’s “Invest For Better” Study Group
In January, 17 MQ Partners and friends joined together to read Janine Firpo's book Activate Your…
Time to Celebrate!
These MQ Partners will celebrate their 5+ year anniversaries in March. Thank you for all…
Virtual Meetings Are Great for Advisors. But What About Clients?
Citing the recent Financial Planning Association study (co-authored by MQRE researchers Deanna Sharpe and Carol…
First A Hug
Carl Richards, CFP® is the creator of The New York Times' "The Sketch Guy" column.…
New Resources for MQ Partners
New email templates, client agendas, and retirement tools are now available for MQ Partners! These include templates for each stage of the MQ True Wealth™ Process, as well as a Financial Satisfaction Survey and Life Transition Survey specifically for your retired clients. You can access these tools by logging into your MQ Partner account via the MQ website.
Select the Materials by TWP Stages subfolder, then click on:
–> Practice Management Resources – Client Materials
–> Retirement Planning Tools
Upcoming MQ Fundamentals
View all MQ fundamentals