Your Journey to Becoming an MQ Partner
When you become an MQ Partner, you gain the training, tools, resources, and support you need to create an engaging, enjoyable, and repeatable client experience that motivates action. In addition, you’ll join a community of forward-thinking financial professionals who truly want to make a positive impact on their clients.
Step 1: Fundamentals of True Wealth™ Planning
The purpose of the Fundamentals of True Wealth™ Planning training is to provide you with an understanding of how and why a multidisciplinary approach to financial planning, coaching, counseling, or education is important to ensure the best results. Through experiential exercises and group discussion, participants learn concepts and theories from psychology, neurology, and behavioral and social sciences to better understand what motivates clients to take healthy action in their lives.
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Step 2: MQ Partnership Agreement
By becoming an MQ Partner you gain access to a number of benefits including live and on-demand research-based education, client tools addressing a wide range of life events and planning issues, practice management resources to fully build out your processes and procedures from the prospect stage to long-term clients. In addition, you can exchange stories and share lessons with a community of like-minded professionals.
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Step 3: Implementation Experience
The purpose of the Implementation Experience is to provide all the support you need to fully implement your consistent client experience. This includes deepening your knowledge of your library of resources and teaching facilitation techniques that give you the confidence to navigate many of your first conversations.
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Step 4: MQ Partnership & Community
MQ Partners are lifelong learners. Education and training don't stop when the Implementation Experience ends. Take advantage of deep dives on particular planning topics, gain more active listening skills, discuss client issues with the MQ Community.
Learn MoreFundamentals of True Wealth™ Planning
Provides a thorough overview of MQ's unique model of life-centered financial planning.
Options to complete this training include:
- 3-Day In-Person Training - $2400
- 5 Half-Day Virtual Training - $2200
- Hosted or Private - Contact MQ for Pricing
This training has been approved for the following CE:
- 24 CFP CE hours
- 12 IAR CE credits ⓘNASAA does not endorse any particular provider of IAR CE courses. The content of this course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.
- 18 AFC CEUs
MQ Partnership Agreement Benefits
The MQ Partnership provides unlimited access to tools and resources and on-going education for a monthly subscription price of $145 per advisor. MQ Partners agree to making a 1-year commitment and then continue on a month-to-month basis after that.
Take a Tour (Coming Soon)Implementation Experience
Once you become an MQ Partner, you have a choice of three options for your Implementation Experience:
- Self-Study Implementation Course
- Community Implementation Experience
- Community Implementation & Personal Coaching
Partnership & Community
Continue to grow your knowledge and skills through webinar, workshops, and courses available live and on demand. Connect with the community through online discussion forums, virtual Roundtable Discussion, open office hours with Amy & Derek, and attend our annual MQ Gathering.