We Can Do Better Than 
“New Normal”

As nature starts to show signs of a changing season, here we are, again. The pandemic continues to upend plans we thought we made in confidence just a few months ago. School leadership is trying to adapt. Businesses continue to explore hybrid models to serve their customers. We have all found ways to marry the old […]

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Financial Choices and Matters of the Heart

  No matter how much or how little money you have flowing through your life, when you direct that flow with soulful purpose, you feel wealthy…  When you let your money move to things you care about, your life lights up.  That’s really what money is for. Lynne Twist The Soul of Money     […]

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Your Client is an Adult – 
Treat Them Like One

At the end of a thorough financial planning engagement, an advisor hands their client a beautiful spiral-bound packet of information and says, “Here is what you need to do to accomplish your goals!” Three months later, they are exasperated with a client who hasn’t implemented any of their recommendations. If this sounds familiar, you’re not […]

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Evidence-Based Financial Planning: A Call to Action

“The scientific method provides a framework for validating the profession’s best practices so that practitioners can have confidence that their “best” practices are based on the “best” evidence… …we propose that the time has come to commit ourselves as a profession to a more scientifically grounded and evidence-based approach to expanding our body of knowledge […]

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Contagious Inspiration

“What Do You Do?” Have you ever met someone so excited about what they do that it’s contagious? They’re animated, leaning in, and inspiring you with their passion. If you haven’t met that person, you’ve probably listened to their Ted talk or heard them at a conference as a keynote speaker. Now, turn that thought […]

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Curiosity: The Magic Ingredient

Tim Maurer hit the nail on the head in his recent Forbes.com article, “Curiosity: The Most Important Trait for Financial Advisors.”  I first met Tim in 2009 when—as the recipient of the Ken Gillaspie Legacy Fund scholarship—he participated in our “Fundamentals of True Wealth™ training course.  We have kept in touch over the years and […]

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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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