Money Quotient

We now have definitive research that proves implementing life planning aspects into your client engagements will greatly increase the following factors:

• Client’s trust in and commitment to their advisor
• Client’s engagement and enjoyment of the financial planning process
• Client’s satisfaction with services provided by advisor
• Client’s follow-through on implementing all advisor recommendations
• Client’s openness with sharing additional financial and personal information
• Client retention
• Client referrals

In addition, the anecdotal evidence via advisor feedback over the last two decades indicate an increase in client’s life-satisfaction, fulfillment, and well-being.  And guess what??  Advisor report feeling more fullfilled in the work they do too!!

1. Attend a Fundamentals of True Wealth Training
2. Decide your Partnership Level
3. Complete your Implementation Program
4. Enjoy unlimited access to your large library of client tools and practice management resources, monthly webinars, on-demand education archive, and MQ Community discussion forums

See more details about becoming an MQ Partner

• Fundamentals of True Wealth Training: $2,200
• Implementation Program*
  • Silver: $3,000
  • Gold: $4,500
  • Platinum: $6,000
• Ongoing License Fee**
  • Silver: $90/mo
  • Gold: $145/mo
  • Platinum: $190/mo

*Implementation Fees are paid monthly for the first 12 months
**Discounted rates available for two or more advisors on the same MQ Partnership Agreement for the Implementation Program and Ongoing License Fees

To view all upcoming Fundamentals of True Wealth Planning Trainings, check out our Event Calendar

No. Although our training has been approved for 24 CFP® CE credits, we work with all types of financial professionals. Our process is designed to increase the effectiveness of any client engagements involving financial education or advice. All who want to learn about this client engagement process are warmly welcome!

Although it will take some time and focus upfront to learn how to facilitate the conversations and integrate the materials into your meetings, most advisors do not end up changing the number of meetings or the length of their meetings. What happens IN each meeting will likely change quite a bit, however, the process was designed to uncover relevant information in a very effective and efficient way, while also being quite enjoyable for the client.

If you’re looking for your next sales pitch, this is not the place for you. We’re here to serve professionals who are dedicated to making a real difference in their clients' lives and who are life-long learners always looking for ways to improve their craft. That being said, our approach will give your business significant value add and differentiate you from other firms.