2022 MQ RETREAT: FEATURED SPEAKERSView all main articles
Our MQ Retreat is known for bringing in notable scholars and practitioners who share valuable insights for meeting current challenges and for serving as beacons in the lives of financial planning clients for many years to come. Featured speakers this year include:
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MQ Advisory Board Update
Money Quotient believes that great strength can be found in extraordinary leadership. As such, we…
This May, Money Quotient celebrates 5+ year anniversaries with these wonderfully talented MQ Partners! Georgia…
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MQRE in the News
Following the publication of Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment (FPA website login required), MQ Research & Education President Carol Anderson, M.S. has been very busy with interviews by publications and podcasts regarding its findings. Check out what she’s been up to on the MQRE website.
Upcoming MQ FundamentalsView all MQ fundamentals
“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!
Upcoming EventsView all events
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!
Latest from the MQ BlogView all blog posts
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…