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 […]
Did You Know
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 […]
2025 Gathering Early Early-Bird Pricing Available Until the End of the Year
By registering for the 2025 MQ Gathering in Minneapolis before the end of the year, you can lock our best rate. With Early Early-Bird pricing, you’ll save a full $400 off the regular rate! This is an opportunity to secure your spot and save some money while our planning is just getting started. The 2025 […]
Life Planning Weekly is Live
We are thrilled to share that MQ Financial Behavior Specialist Derek Hagen’s new newsletter, Life Planning Weekly (LPW), is now live. LPW is dedicated to exploring how financial professionals can help clients live more meaningful lives. Typical topics include the psychology of money, effective communication, money scripts, and meaning/purpose. Articles are published every Tuesday. Two […]
New Blog Columns
We are excited to introduce three new blog columns designed to help you help your clients. True Wealth Compass, written by Amy Mullen, focuses on all things True Wealth. It’s the same blog you’ve been seeing with a new name. Life Planning Weekly, written by Derek Hagen, is for advisors about how to learn how […]
Motivational Interviewing Course Coming Soon
Motivational Interviewing Bootcamp is an MQRE-hosted comprehensive course designed to help you learn the skills and techniques of Motivational Interviewing (MI). This 8-week course opens on October 12 and runs through December 8. It’s self-paced with two (optional) Live Q&A calls. You can complete it at your convenience! This course will be worth 12 CFP […]
Custom Forms Tailored to Your Needs
At Money Quotient, we understand that each financial planning practice is unique, with specific needs and workflows. That’s why we offer the option to create fully customize submittable forms. Whether you require specific questions, additional fields, or a tailored structure that aligns with your process, we can help you create forms that are perfectly suited […]
MQ Endorsement
At Money Quotient, we celebrate outstanding community members through our MQ Endorsement program. This designation is for those who excel in implementing our program and showcases their commitment to excellence in financial planning. All endorsed MQ partners are prioritized in our MQ Directory. Why Apply? A consistent, well-documented client meeting process: Enhances communication and efficiency. […]