Introduction to Money Quotient

Are you curious about Money Quotient and how the MQ Tools and Materials would work in your practice?  Join us for this free “Introduction to Money Quotient” webinar to learn how MQ can help you build solid relationships with your clients and lay the groundwork for helping them reach their financial goals.

This webinar will provide an overview of Money Quotient, our philosophy, and the MQ True Wealth™ Planning model – a multidisciplinary, research-based approach to delivering financial planning services to individuals and families. Each phase of this dynamic process – Explore, Engage, Envision, Enlighten, and Empower – plays an indispensable role in facilitating positive change in clients’ personal and financial lives. An introduction to the academic theories and research that have shaped the MQ True Wealth™ Planning model will allow for insight into how advisors implement the tools and resources into their client meetings.

In addition, information about how to become part of the MQ Community and what you can expect will be discussed, including:

• Options for reviewing sample materials prior to committing to becoming part of the MQ Community
• Opportunities for completing the initial, required training course, “Fundamentals of True Wealth™ Planning”
• Packages of tools, resources, and consulting available for license after training requirement has been met
• Ongoing support and education available to you as part of the MQ Community.

The mission of Money Quotient is to facilitate the exploration and implementation of a values-based, life-centered approach to financial planning.

We believe this holistic process engages individuals and empowers them to maximize their resources and live meaningful and purposeful lives.

To this end, we conduct innovative research; provide the highest quality tools and training, and nurture a community of like-minded professionals who truly want to affect positive change in the lives of those they serve.