MQ President, Amy Mullen, was invited to join the prestigious Financial Behavior Keynote Group! She is joining some of the finest speakers providing research and evidence-based presentations focused on individual relationships with money, including: Carl Richards, Kristy Archuleta, Michael G. Thomas, and others! Check out Amy’s Speaker Profile to review her various presentations and inquire about having her speak at your regional meetings.
- Bringing Science to the Art of Relationship
- Linking Life Planning & Cash Flow Management: Your Most Important Client Conversations
- Belief Systems that Limit the Potential of Your Client Relationships
- Become a Superhuman Financial Planner: Strengthen Your ESP (Extra-Sensory Perception) by Taking a Multi-Disciplinary Approach to Financial Planning
- Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment
- Financial Planning in Times of Uncertainty
- Self-Determination Theory: Leveraging Your Clients’ Innate Desire for Growth
Our Partner Survey Winner!!
Recently, we sent out a survey to all of our Money Quotient partners in an…
December Anniversaries!
Congrats to all the MQ Partners celebrating their 5+ year Anniversaries this December! We are…
Why People Hire … and Fire … Their Financial Advisors
Brendan Frazier hosted Samantha Lamas and Danielle Labotka on The Human Side of Money Balance…
Personality and the Most Hated F-Word!
In a recent episode of The Most Hated F Word podcast, Shaun Masylk spoke with…
Tricks to Finding Your Favorite Tools Fast
While in the Materials Directory, simply search for the title of the tool you’re looking for, and quickly find the correct spot in the directory.
While you have the tool open on your screen, be sure to click the star in the upper right corner next to the resource to add it to your “Favorites.”
To view all your favorites in one spot, click “Favorites” when logging into the site and see them all!
Upcoming MQ Fundamentals
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Upcoming Events
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Advice Kills Conversation
Marty Kurtz, a financial planner for nearly four decades, past Financial Planning Association president, and…
6 Steps to Changing Your Client’s Instinctual Responses
Working to make positive changes in our lives can be challenging for so many reasons.…
When Saying “Stop It!” Doesn’t Work
Recognizing instinctual, subconscious, and engrained habits or responses is a challenging, but important, first step…