Are You Ready for the 2022 MQ Retreat?View all main articles
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MQ Partners who are celebrating their 8+ years Anniversaries Gregg Clarke, CFP® 12 Years Meritas Wealth Management Jeremy…
What Will Be Your Body of Work?
In a recent article in the Journal of Financial Planning, MQ Partner Neal Van Zutphen,…
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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.
Upcoming EventsView all events
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
MQ Open Forum: Generosity Planning
The very act of giving makes us happier. As advisors, you have the great privilege of helping your clients discover how best to meet their philanthropic goals, deepening their connection with money and directing it with soulful purpose. Join us and hear from our community about how they’re walking clients through generosity planning.
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…