Excitement is building as we draw nearer to the 2022 MQ Retreat, to be held in-person in Portland, OR from October 25-27. We hope you share our enthusiasm after watching these two short videos! Thom Allison, CFP® explains both the personal and professional benefits of attending this year's MQ Retreat, and how your own participation is key to improving your own practice. Meghaan Lurtz, Ph.D. looks forward to joining us as both a presenter and an attendee, and provides a sneak preview of her presentation, "Financial Stress & Anxiety: Keeping Yourself & Clients Mentally Healthy."
What Will Be Your Body of Work?
In a recent article in the Journal of Financial Planning, MQ Partner Neal Van Zutphen,…
August Anniversaries
MQ Partners who are celebrating their 8+ years Anniversaries Gregg Clarke, CFP® 12 Years Meritas Wealth Management Jeremy…
Herman Brodie – The Power of Trust
In this hour-long podcast, Dr. Daniel Crosby speaks with author Herman Brodie (The Trust Mandate,…
Tactics for Asking Good Follow-Up Questions
Insight from initial interviews and conversations rarely provides truly useful information, as responses tend to be…
Registration for the final Fundamentals of True Wealth™ Training Course of 2022 ends on September 9
Time is running out to register for the final virtual Fundamentals of True Wealth™ Training Course of 2022, taking place via Zoom and our online classroom from September 28-30 and October 3-4, 2022.
The final date for U.S. residents to register for the course is Friday, September 9.
For those joining us from outside the U.S., registration ends on Friday, September 2.
Please note that virtual courses have also been scheduled for February 2023 and June 2023, and more will be added in the coming months.
Upcoming MQ Fundamentals
View all MQ fundamentals
Upcoming Events
View all events
Guiding Clients Through Life’s Challenges
As financial advisors, we often experience the privilege of being among the first to be…
What is True Client-Centered Discovery?
At Money Quotient, we believe that the most successful client relationships are built on asking…
How Financial Planners Can Support Behavior Change
In his article “Why Good Financial Behavior Isn’t Achievable Until You Believe That It…