Headlines

Looking to make your next client event more meaningful, memorable, and impactful? We’re here to help.

Whether you’re hosting a client appreciation event, a workshop, a discussion panel, or a special seminar, we can bring a fresh perspective that goes beyond dollars and cents. We specializes in the emotional and behavioral side of money, helping clients explore their values, navigate life transitions, and make financial decisions that truly align with what matters most.

We’re available to:

• Serve as guest speakers or panelists
• Facilitate interactive discussions
• Lead workshops
• And more

Our approach is flexible and collaborative; we’ll tailor our involvement to meet your goals and fit your audience. If you’re planning an event and want to deepen the conversation, let’s connect.

Reach out to explore how we can support your next event.

We’re excited to announce that Fundamentals of True Wealth Planning is now officially approved for 12 IAR CE credits—a full year’s worth of continuing education for Investment Adviser Representatives. This includes both required categories: Ethics & Professional Responsibility and Products & Practice.

If you’re an IAR who practices in—or has five or more clients in—any of the following jurisdictions, you’re likely required to complete annual CE through a NASAA-approved provider:

Arkansas	California	Colorado
District of Columbia (Washington, D.C.)	Florida	Hawaii
Illinois (effective Jan 1, 2026)	Kentucky	Maryland
Michigan	Minnesota	Mississippi
Nebraska	Nevada	New Jersey
North Dakota	Oklahoma	Oregon
Rhode Island	South Carolina	Tennessee
U.S. Virgin Islands	Vermont	Wisconsin

Already completed Fundamentals as an MQ Partner? You’re eligible to retake the course as a refresher at 35% off!

Fulfill your CE requirements and revisit the core of life-centered planning in one comprehensive experience.

Register for an in-person experience in Minneapolis, August 13–15.

Register for a virtual experience, October 15–21.

We’re excited to share the theme for this year’s MQ Gathering:

“Navigating the VUCA World – A Think Tank for Financial Professionals.”

In an era defined by volatility, uncertainty, complexity, and ambiguity, the role of financial professionals has never been more essential—or more demanding. This year’s Gathering will offer a rich, immersive experience focused on understanding how humans respond to uncertainty and how financial professionals can serve as steady guides through it all.

Through engaging talks, guided exercises, and collaborative discussions, you’ll explore the psychological, behavioral, and neurological responses to chaos, and walk away with practical, evidence-based strategies to support both your clients and yourself.

Join us in Minneapolis | September 16-18, 2025

Register now and be part of the conversation!

Register here

We’re excited to announce that registration is now open for the next cohort of our popular course, MI for Advisors: Motivational Interviewing Bootcamp! This eight-week, self-paced experience begins on April 5, 2025, and is open to all financial professionals—no MQ Partnership required.

Led by Derek Hagen, CFA, CFP®, CFT™, FBS®, CIPM, this course equips advisors with evidence-based communication tools to improve client trust, deepen engagement, and support lasting behavior change. Through a mix of recorded lectures, reading, exercises, and Q&A sessions, you’ll learn how to listen reflectively, invite meaningful conversations, and empower clients to make informed, values-aligned decisions.

Earn up to 15 CFP® CE credits and 12 AFC® CEUs.

Course runs April 5 – June 1, 2025

Register here

We’ve made some exciting changes to the Money Quotient, Inc. website! Our refreshed site reflects our new approach to working with us, including the elimination of membership tiers and the introduction of new implementation options to better fit our Partners’ needs.

Visit our updated site to explore what’s new and see how we’re evolving to better serve you.

Check it out here: www.MoneyQuotient.com

We’re excited to announce some major updates to how we serve our community! We’ve eliminated membership tiers—now, all MQ Partners have access to our entire library or resources with pricing equivalent to the former Gold level.

We’ve also transformed how new MQ Partners come on board, making the process simpler and more flexible. Instead of picking a tier, people now choose from three implementation experiences: the Self-Study Experience ($600), the Community Experience ($4,500), or the Community Experience + Personal Coaching ($30,000) for those seeking deep, hands-on guidance.

We’re looking forward to this exciting new chapter and can’t wait to support you in even bigger ways!

We’re thrilled to announce that the first cohort of our “MI for Advisors: Motivational Interviewing Bootcamp” has successfully wrapped up! Over the past eight weeks, participants immersed themselves in an evidence-based communication method designed to help clients find the motivation to make positive decisions. Through lectures, hands-on exercises, reading assignments, and Q&A sessions, attendees learned how to integrate MI techniques into their practices—enhancing client trust, improving communication, and ultimately guiding clients toward better outcomes.

We’re so grateful for the enthusiasm and commitment shown by everyone involved, and we look forward to receiving feedback from our inaugural class. Your insights will be invaluable as we continue refining the course to ensure even greater value for future participants. We can’t wait to welcome our next cohort and continue helping financial professionals develop the skills, techniques, and understanding they need to build stronger, more fulfilling client relationships.

The 2024 MQ Gathering outside Nashville, TN, was a success, and we couldn’t have done it without the amazing attendees who brought their insights, curiosity, and energy. With thought-provoking discussions and conversations, the event was filled with meaningful dialogue about the complexities of retirement.

We also celebrated the remarkable contributions of our founder, Carol Anderson, as she transitions into her own retirement – a truly special moment for all who attended!

To those who joined us, thank you for making the Gathering unforgettable.

For those who couldn’t make it, we hope you tune in to the MQ Gathering Recap and Highlights webinar on November 25.

We certainly hope to see you next year in Minneapolis/St. Paul, MN! Stay tuned for more.

We are excited to announce that Money Quotient now offers CEUs for AFC® (Accredited Financial Counselor) professionals who participate in our training programs! This new offering is in addition to the CFP® CE credits we have provided for years, allowing a wider range of financial professionals to enhance their skills through our research-based and client-centered approach.

“Providing CEUs for both CFP® professionals and AFC® counselors allows us to extend the reach of our educational offerings to even more financial professionals dedicated to making a difference in their clients’ lives,” said MQ Director of Education and Communication Derek Hagen, CFP®, CFA, FBS®, CFT™.

We look forward to supporting the professional growth of AFC® counselors as they join our MQ community and continue their journey toward delivering meaningful, life-centered financial guidance.

We at Money Quotient are pleased to announce that Derek Hagen has joined MQ as the Director of Education and Communication and Financial Behavior Specialist.

“I couldn’t be more thrilled to have Derek join our team and partner with us in providing research and evidence-based education to a wide range of financial professionals,” said MQ’s President Amy Mullen, CFP^®. She adds, “His unique expertise and depth of experience will be a huge asset to our team and especially our MQ Community. We feel so fortunate to welcome Derek to Money Quotient.”

Derek will support our current processes and help develop new, innovative ways to add value to MQ Partners, financial professionals, and consumers.

“I’m excited to join the team and contribute to the mission of Money Quotient of helping financial professionals implement a life-centered approach to financial advice, ultimately supporting their clients in leading meaningful and fulfilling lives,” Derek said.

Derek brings a wealth of experience to Money Quotient, with specialized training in financial psychology, financial therapy, and behavioral finance. His work focuses on communication, personal values, meaning in life, mindfulness, and resilience.

Welcome to the team, Derek!