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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!
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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…
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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:
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!
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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…