Partnering with Money Quotient

Join a community of forward-thinking financial professionals and unlock the power of life-centric planning.

"If the ladder is not leaning against the right wall, every step we take just gets us to the wrong place faster."

Stephen Covey

Your Journey with MQ

Your Journey to Becoming an MQ Partner

Experience a seamless process designed to empower you at every step.

Step 1: Fundamentals of True Wealth™ Planning

The purpose of the Fundamentals of True Wealth™ Planning training course is to provide you with a thorough overview.

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Step 2: Partnership Agreement

By signing a partnership agreement, you will gain access to exclusive benefits.

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Step 3: Implementation Experience

Gain deep knowledge about all the resources you have available...

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Step 4: Partnership and Community

MQ partners are lifelong learners. Education and training don't stop when the Implementation Experience ends.

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Take the First Step

Join the financial professionals who trust Money Quotient to elevate their client relationships and grow their practices. Take the first step toward delivering financial planning that works for you and your clients.

Fundamentals of True Wealth™ Planning Training

Want To Learn More?

Intro to MQ Webinar

The Intro to MQ webinar is a perfect starting point to see what MQ is about.

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Getting Acquainted Meeting

A Getting Acquainted Meeting is your chance to have your questions answered.

Schedule