June Fundamentals of True Wealth™ Planning Virtual Training Our second "MQ Fundamentals of True Wealth™ Planning" virtual training of 2022 concluded earlier this month, and we are extremely proud to welcome 17 new alumni to the MQ Community! This comprehensive five-day course provided an overview of Money Quotient's unique model of life-centered financial planning. The spirited discussions, keen insight, and enthusiastic participation elevated the experience. We would also like to thank MQ Facilitators Johnny Roland, CFP®, and James Hindes, who went above and beyond to ensure a successful training experience. Sound like fun? Want to join us? Early-bird pricing for both September trainings (one in-person and one virtual) ends soon. Secure your spot today!
Joanne Burke CFP® Shout-Out to MQ
MQ Partner Joanne Burke, CFP®, CPA/PFS, MA, appeared on a May 2022 episode of "Shaping…
Congrats to Corey Beal for Making 40/40
InvestmentNews has shared its 2022 class of "40 Under 40," featuring top financial advisors, wealth…
The Human Side of Money Ep. 49: Leveraging The Superpower Of Questions
The ability to ask great questions can strengthen bonds with relative strangers, and help to…
How Financial Planners Can Support Behavior Change
A lack of self-confidence in a client's own abilities can result in "self-sabotaging money beliefs…
Webinar Recording: MQ In Action – James Hindes Integrating Money Quotient into the XYPN Tech Stack
Earlier this month, MQ Partner and Implementation Consultant James Hindes joined us for a Money Quotient in Action webinar.
By showing his virtual workspace setup and walking through a sample client, he demonstrated how he incorporates the MQ True Wealth process with portions of the XYPN tech stack (Wealthbox, RightCapital) and other tech solutions (Pulse360).
We thank James for his insight and invite you to learn from his informative presentation:
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How Financial Planners Can Support Behavior Change
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