Tending Your Practice

“Growth from the inside out” is a cornerstone value at Money Quotient.  To us, Money Quotient is more than a workplace; it is a platform for exploring each team member’s potential, and a supportive environment for pursuing growth and balance in all areas in life.  In addition, we believe that it is only through placing […]

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Leveraging the Reticular Activating System

An essential component of Money Quotient’s five step True Wealth™ Process is the Envision stage.  The objective of this stage is to assist your financial planning clients in creating a vision for the future that is fulfilling and inspiring.  This mental picture will include everything that is important to them and represent their unique version […]

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Fostering Charitable Hearts

For those with a charitable heart, they know the secret: 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.  Helping to deepen their connection with their money, then direct it with soulful purpose is some of the most […]

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2020: A Values Homecoming

For all its faults, 2020 has prompted a homecoming to our values. As we deepen our understanding of impact investments, heart-fully face systemic racism, and wrestle with the wealth divide, we are also bearing witness to our clients going through the same process. During this year, advisors and clients alike are asking themselves this critical […]

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Get Out of the Waiting Room: Designing Your COVID Life

Life is a continuum, an accumulation of experiences that makes us who we are and influences how we view ourselves and the world around us.  As we review these experiences, we realize that our lives are constantly and continually permeated with change.  Therefore, how we choose to respond to and initiate change can have everything […]

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Finding Your Good Trouble

Do not get lost in a sea of despair.  Be hopeful, be optimistic.  Our struggle is not the struggle of a day, a week, a month, or a year, it is the struggle of a lifetime.  Never, ever be afraid to make some noise and get in good trouble, necessary trouble.     John Lewis […]

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The Role of Emotional Value in Client Relationships

In a nutshell, our work at Money Quotient focuses on identifying both the subjective and objective factors that either enhance or hinder an individual’s financial and life satisfaction.  Therefore, rather than using net worth as a snapshot of a client’s “true wealth,” we promote a more holistic approach to measuring financial health and maximizing quality […]

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The Value of Mission

When your clients set goals that are especially meaningful to them, they experience a sense of mission.  They feel enthusiasm for the tasks that lie ahead and for what they intend to accomplish.  At every stage of life, having a mission gives them a reason to get up in the morning, a reason to bounce […]

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Reflections in the Time of COVID-19

The current global pandemic and resulting economic uncertainly have had a profound effect on our sense of safety and control.  As individuals, we are looking for ways to protect ourselves and our families, and as financial professionals and business owners, we are looking for ways to support our coworkers and guide our clients.   The […]

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Redefining Retirement

The Transamerica Center for Retirement Studies conducted a survey to explore the fundamental question, “What does retirement mean to you?”  In selecting from a series of words associated with retirement, Baby Boomer, Generation X, and Millennial respondents alike cited “freedom,” “enjoyment,” and “stress-free” as their top picks. However, despite this shared vision of retirement, the […]

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