Join the Upcoming EQ Skills Workshop led by MQ President Amy Mullen, CFP® and MQ Veterans Brenna Baucum, CFP® and Paul Leighton, CLU, ChF! This will be a 3-day intensive on September 27-29 from 9am - 2pm PDT and will earn 15.5 CFP CE. There is a ton on the docket for this workshop: improving active listening skills, learning new facilitation skills, and getting refreshed on the MQ tools, process, philosophy, and theories! You're gonna love it.
“Watching Paul, Brenna and Amy serve as the advisor in the demonstrations was very valuable, and then practicing immediately after reinforced my confidence.” – MQ Partner Ryan Klekar
Outsourcing Planning, Book Recommendations, and much more on the MQ Forum!
You have to see the latest in the Money Quotient Forum! Be part of all the…
Anniversary for June-August MQ Partners!
Congrats to all the MQ Partners celebrating their 5+ year Anniversaries! Paul Strebel, CPA, CFP®…
Bias, Shame, and Financial Trauma with Dr. Erika Rasure
Mary Bell Carlson, AFC®, CFP®, Ph.D. and Rachel DeLeon interview Dr. Erika Rasure in podcast…
Financial Lenses & Challenging Perspectives
Mary Martin, Ph.D. and Julie Fortin, CFP®, FBS, CeFT write about reimagining lenses and ask…
Reset & Renew
As part of an ongoing Money Quotient partnership, we welcome all of our MQ Partners to join their annual Reset & Renew Roundtable Discussion!
These discussions are a wonderful opportunity to be part of a small group coaching session among your peers in the MQ Community. Come with client issues you want to address, practice management questions, or ask for advice on upcoming business transitions. Nobody understands what you’re going through as much as your MQ peers, so come and stay connected!
Watch for an email from jim@moneyquotient.com on your anniversary month and be part of the fun.
Upcoming MQ Fundamentals
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Upcoming Events
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When Saying “Stop It!” Doesn’t Work
Recognizing instinctual, subconscious, and engrained habits or responses is a challenging, but important, first step…
I Mean, Really, What is Risk Tolerance Anyway?
Since the dawn of time (well, that might be a tad exaggerative), financial advisors have…
Listen to Understand: The True Purpose of Client Discovery
In our work with financial planners, we frequently point out that a successful practice is…