M.Q. Licensees David Yeske & Elissa Buie Honored as “Transformational Advisers”

Congratulations to M.Q. Licensees David Yeske & Elissa Buie who were recently honored as “transformational advisers” in the 15th anniversary issue of InvestmentNews!

The purpose of this special edition was to look back at the people, events, and moments that have forever changed the business of financial advice.  To read the article, click . . . → Read More: M.Q. Licensees David Yeske & Elissa Buie Honored as “Transformational Advisers”

Congrats to Meir Statman!

The M.Q. Team would like to congratulate friend of Money Quotient, Meir Statman, who was just named one of the 25 most influential people in and around the advisor community by Investment Advisor. Meir shares the honor with “twenty-four other notables who have influenced and will continue to influence the advisor community and the investing, practice . . . → Read More: Congrats to Meir Statman!

“M.Q. Newsflash: Your Input Needed for New Book!”

Money Quotient Licensee and President of the M.Q. Licensee Advisory Board, Michael Kay, CFP®, CPA, of Financial Focus, LLC in Livingston, New Jersey, is currently in the process of writing a book about transitioning a financial planning practice into a life planning practice.

Michael is interested in hearing responses to the following question from the . . . → Read More: “M.Q. Newsflash: Your Input Needed for New Book!”

“M.Q. Newsflash: ABC News Program ’20/20′ to Feature Kahler and Klontz Workshop!”

Money Quotient Licensee Rick Kahler, M.S., CFP®, and Dr. Ted Klontz, Ph.D., will be featured on the Friday, July 31st edition of the ABC News program “20/20.” The program airs at 10:00pm EDT. Click here to read the ABC news brief and watch a clip of the segment.

For the past five years, Rick and Ted have . . . → Read More: “M.Q. Newsflash: ABC News Program ’20/20′ to Feature Kahler and Klontz Workshop!”