Money Quotient welcomes MQ Veteran James Hindes, who will share how he utilizes Money Quotient in his practice, and how he integrates the True Wealth process with portions of the XYPN tech stack (Wealthbox, RightCapital) and other tech solutions (Pulse360).
Registration has closed for the June training.
Money can serve as a source of conflict in our client’s lives, often as a result of deep-rooted perspectives that have developed over time. Exploring past experiences can help to raise awareness of those perspectives and their origins. In this MQ Open Forum, we’ll discuss how exploring your client’s biography can help in specific scenarios, including clients who overspend, carry a scarcity mindset, or have more than enough financial wealth but feel generally unhappy.
Join us for this MQ Partner Update to keep abreast of new developments at Money Quotient and our plans for the future! Whether you are a seasoned veteran or new to the MQ Community, we strongly advise joining us for this free session.
Despite the benefits, some clients are reluctant to set goals. As a partner, guide, and educator, you can help your client adopt a fresh perspective on goal-setting and align their financial goals with their values and priorities. Join us as we provide an overview of the tools and resources available in the “goals” category and share tips and strategies for best practices.
Join us as we discuss ways to utilize the suite of goal-setting tools to visualize a life of generosity and identify goals for gifting one’s time, energy, or money that aligns with that individual’s core values.
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Nurturing Resilient & Rewarding Client Relationships in a Rapidly Changing Environment
Join MQ President Amy Mullen, CFP® as she provides details regarding the the First Step Cash Management System™. Learn about this simple and unique approach to cash flow, how to use the process with clients, and fees for licensing and training.
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
