- Rosario Chacon, MBA, EA, CFP®, FBS®, CSLP®, CDFA®, CLC - Founder and Principal Adviser, Wealth-Source Financial
- Marian Nguyen - Client Service Associate, Rainer Wealth Management
MQ Partners Talk Coffee and Life Planning on a Prolific Podcast!
Congratulations to two of our MQ partners who were recently featured on the 'Why Not…
Brenna Baucum, Forbes, and “The Cult of Never Enough”
MQ Veteran and Trainer, Brenna Baucum, CFP®, CTS™, was recently featured in Forbes How…
Making Numbers Count
What if communicating about numbers has little to do with talking about the numbers themselves?…
Ashley Quamme: Playing Therapist?
Ashley Quamme talked with Matt Halloran on Playing Therapist? Why Referring out Strengthens Client Relationships…
A New Tool for Retired Clients!
Thanks to an excellent recommendation from MQ Veteran Daniel Howard, we’ve created a new practice management resource to add to our retirement-focused materials suite.
The Retirement Simple Financial Statement provides an easy opportunity to collect high-level financial information from prospective retired clients.
If there are practice management resources or client tools you would like to see developed, share your ideas with us!
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…