Congratulations to Jennifer Luzzatto!
MQ is also excited to share that MQ Veteran Partner Jennifer Luzzatto, CFP®, CPA, is…
Congratulations to Elissa Buie and Yusuf Abugideiri!
MQ Partners Elissa Buie, CFP®, and Yusuf Abugideiri, CFP®, have been named Washingtonian magazine's prestigious…
The Angel Next Door podcast – Janine Firpo talks Sustainable Investing
On an episode of the Angel Next Door podcast, recent MQ webinar guest Janine Firpo,…
How Financial Planners Can Support Behavior Change
Low self-confidence is frequently a roadblock to achieving financial well-being. Our latest MQ blog explores…
June 2022 Fundamentals of True Wealth™ Planning Virtual Training – Registration Ends May 20!
Graduates are eligible to license Money Quotient® tools and resources and will receive step-by-step guidance through our Implementation Consulting Program. This framework takes a three-prong approach to support: bi-weekly MQ Study Teams led by an MQ Consultant, bi-weekly Group Communication Workshops, with opportunities to watch demos and practice the tools, and a structured online curriculum to build out your unique client experience.
Veteran MQ Partners can sharpen their skills by revisiting the Fundamentals training at 50% off and participating in the Implementation Consulting Program at 35% off.
Upcoming MQ Fundamentals
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How Financial Planners Can Support Behavior Change
In his article “Why Good Financial Behavior Isn’t Achievable Until You Believe That It…