
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 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.
Learn MoreFundamentals of True Wealth™ Planning
Provides a thorough overview of MQ's unique model of life-centered financial planning.
Learn MorePartnership Agreement Benefits
Access to educational opportunities, MQ Tools & Resources, and the MQ Community.
Implementation Experience
Three flexible options to implement training and engage with the MQ community.
Learn MorePartnership & Community
Enjoy community forums, office hours with Amy & Derek, and Annual Gathering discounts.
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