This in-person training will take place December 10–12, 2025, in the San Diego area, and early bird pricing ends November 14th. If you’ve been waiting for an opportunity to dive into the MQ process (or revisit it in a whole new season of your practice), this is it! First-timers: This 3-day training is your introduction to life-centered financial […]
Did You Know
Your Most Powerful Meeting Tool? Key Elements.
Looking for a simple way to anchor every client conversation? Start with the Key Elements document. As you move through the Fundamentals of True Wealth™ process, this tool becomes a living summary of the client’s values, priorities, and personalized strategies. It captures the most important insights from each meeting and becomes the ultimate deliverable from […]
Motivational Interviewing Bootcamp Starts October 18
The next round of our popular Motivational Interviewing Bootcamp kicks off soon, and we’d love to see you there. This 8-week, self-paced course is designed to help you build practical skills in Motivational Interviewing (MI)—an essential communication approach for building trust, evoking client motivation, and navigating ambivalence. Course runs October 18 – December 15 Approved […]
Early Bird pricing for the 2025 MQ Gathering ends next week — July 31!
If you’re planning to attend our immersive think tank in Minneapolis this September, now’s the time to register and save. This year’s theme — Navigating the VUCA World — is all about equipping financial professionals with the insight, language, and presence to support clients (and themselves) through volatility, uncertainty, complexity, and ambiguity. The MQ Gathering […]
Learn, Engage, and Earn CFP® CE Credit
Nearly all of our webinars qualify for CFP® continuing education credit! Just one caveat: you need to attend live to earn the CE—but that comes with a bonus. Live attendance means you can engage in real time, ask questions, and be part of the conversation. Check out our Events page to learn more about upcoming […]
Webinar Recordings Sent to Everyone Who Registers
You don’t have to be an MQ Partner to attend our webinars! Whether you’re a financial professional looking to grow, or just curious about the human side of money, our live events are open to all. Even if you can’t make it live, it’s still worth registering—everyone who signs up (Partner or not) will receive […]
Anyone Can Join Our Webinars
You don’t have to be an MQ Partner to attend our webinars! Whether you’re a financial professional looking to grow, or just curious about the human side of money, our live events are open to all. We’ve been ramping up our webinar offerings with fresh, insightful content—and there’s a lot more on the way. Partners […]
You Can Register for Multiple Events at Once
If you’re planning to register for more than one MQ event, there’s no need to go through the checkout process multiple times! Instead, you can add multiple events to your cart and check out all at once—saving time and clicks. Here’s how it works: After you click “Add to Cart” for an event, a green […]
The MQ Forum is a Place for Answers from Your Community
Are you considering changing your fee structure, thinking about succession planning, or wondering about a new piece of technology? These are just a few of the topics discussed on our MQ Forum, which MQ Partners can find in the password-protected resource portal. After logging in, follow the link in the upper-right corner. The MQ Forum is […]
Unlocking More Tools & Resources—Webinars Coming Soon!
Did you know? As part of our big operational changes, all Gold and Platinum Partners—plus Silver Partners who choose to upgrade—now have access to every Money Quotient tool! No more tiers—just full access to the resources designed to help you bring deeper conversations and meaningful change to your clients. To help you make the most […]