Welcome to the debut of the new format for MQ News! Now, you will not only receive a clean and concise digest of the latest issue, but you can visit our new archive to revisit a wealth of MQ selected content including recaps of important research and links to articles and podcasts that you may find useful in your practice. Simply click on any of the articles in the email digest you receive or click on “MQ News” under the menu “MQ News & Community” to go directly to the latest issue. From there, you can access archived articles by clicking on the red “View All” link next to each column title. Please explore and let us know what you think!
February Fundamentals Graduates
We’d like to recognize and congratulate our first 2023 graduating class of the Fundamentals of…
Congratulations to Anna & Brenna
With much gratitude and love, we watched, waved, and cheered, as two of our MQ…
Questions Advisors Can Use to Unlock Clients’ Money Memories
Each of us has a unique set of experiences and memories about the impact of…
Research Shows Disconnect Regarding Virtual Meeting Preferences
The latest research by MQ Research & Education indicates that a significantly higher percentage of…
Updated MQ Home Page & New Video
We’re very excited to share the updated home page of our website, which features a wonderful video of our MQ Community members expressing how engaging with Money Quotient has benefited them both personally and professionally. A huge thank you to all who were willing to participate in our interviews during the 2022 MQ Retreat and to the talented collaboration of our own Josh Franklin and Brenna Baucum in shooting, editing, and producing! Feel free to explore some of the updated menu items as well and expect to see more new website content and features in the near future.
Upcoming MQ Fundamentals
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Upcoming Events
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Listen to Understand: The True Purpose of Client Discovery
In our work with financial planners, we frequently point out that a successful practice is…
Guiding Clients Through Life’s Challenges
As financial advisors, we often experience the privilege of being among the first to be…
What is True Client-Centered Discovery?
At Money Quotient, we believe that the most successful client relationships are built on asking…