Past Events

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29Aug
2024

Webinar

2024 MQ Partner Update

Join us for this MQ Partner Update to keep abreast of new developments at Money Quotient and our plans for the future! Whether you are a seasoned veteran or new to the MQ Community, we strongly advise joining us for this free session.

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22Aug
2024

Webinar

Effective Time Management

Effectively managing time during client meetings presents many challenges that are often unique to your individual clients’ personalities and life circumstances. How can an advisor honor the discovery process and give their clients the time and attention they need while  being practical about meeting length? Join Amy Mullen, CFP® as she discusses how use of the MQ Tools and Resources can ease the burden and increase your productivity!

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30Jul
2024

Webinar

Motivational Interviewing in Financial Planning

This webinar is an MQ Research & Education™ hosted event

Motivational Interviewing is a communication style that helps strengthen clients’ motivation for and commitment to change. It explores your clients’ own reasons for change in a collaborative way that puts their interests first. Join Derek Hagen as he explains how this powerful skill can be used in your financial planning practice!

1.0 CFP CE, pending acceptance by the CFP Board. 

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23Jul
2024

Advanced Course

A Values-Based Approach to Effective Communication with Prospective Clients

Effective communication with a prospect and a well designed “Getting Acquainted Meeting” sets the foundation and trajectory for developing successful and satisfying long-term client relationships. In this workshop, we will discuss the psychological aspects at play in a client/planner relationship during the prospect stage of the process including client and advisor beliefs and biases.  In addition, we will explore how to develop effective communication that connects to the client’s emotional brain, sets clear expectations, and builds motivation to take positive actions in their financial lives.

4 CE accepted by the CFP Board

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27Jun
2024

Webinar

From Resistance to Action: Motivating Clients to Implement Your Advice

This webinar is an MQ Research & Education™ hosted event

Why do your clients pay for your advice, only to actively ignore it? Join Derek Hagen as he uses tools from financial psychology, neuroscience, motivational interviewing, and behavioral finance to explain the stages of change that clients go through, how their brains respond to stress, and how to help them find their own motivation to change!

1.0 CFP CE accepted by the CFP Board. 

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11Jun
2024

Webinar

Open Office Hours – Learning From Our Worst Client Experiences

Difficult clients. Unexpected plot twists. Nightmare scenarios. At some point, all financial advisors have found themselves knee-deep and sinking in an uncomfortable mess. We invite you to bring your most difficult client stories, brainstorm potential solutions with other MQ Partners, and learn how to identify and introduce MQ Tools and Resources that will help you regain your footing and find a path forward!

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2May
2024

Webinar

Creating a Collaborative Client Experience

A collaborative client experience creates an autonomous supportive environment for the client that will increase their engagement with the financial planning process and their commitment to reaching their goal and implementing the appropriate financial strategies.  In addition, inviting the client to play a significant role in identifying and establishing relevant information and decisions not only deeply personalized the financial planning process but can also better ensure you are living up to your fiduciary duty. Join MQ President Amy Mullen, CFP® as she explains how MQ’s True Wealth Planning™ process can enhance collaboration and strengthen your client relationships.

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16Apr
2024

Webinar

Using the Progress Principle to Better Serve Your Clients

This webinar is an MQ Research & Education™ hosted event

In work environments, what sets the best managers above the rest? How can financial advisors apply these concepts about making progress, providing catalysts for progress, and nourishing progress to help clients in their financial lives? Join Thom Allison, CFP® as he discusses The Progress Principle to explain the emotions involved, and how to keep clients positively motivated.

1.0 CFP CE accepted by the CFP Board. 

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19Mar
2024

Webinar

Overcoming the Curse of Knowledge

This webinar is an MQ Research & Education™ hosted event

Join Thom Allison, CFP®  in a discussion of the “curse of knowledge,” its potential negative influence on planner/client relationships, and the techniques and strategies than can help overcome the pitfalls that may result.

1.0 CFP CE accepted by the CFP Board. 

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