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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!

We are thrilled to announce that our founder, Carol Anderson, M.S., has been named the recipient of the prestigious 2024 P. Kemp Fain, Jr., Award by the Financial Planning Association®. This award, the highest individual recognition in the financial planning profession, honors Carol for her significant contributions to the advancement of the field over the past 35 years.

Carol’s groundbreaking research and innovative programs have had a profound impact on the financial planning profession. Her work has enabled financial planners to understand the emotional and behavioral aspects of money, helping them to build stronger, more meaningful relationships with their clients. Through Money Quotient, Carol has provided tools and training that empower financial professionals to guide their clients toward more successful and satisfying relationships with money.

Carol’s leadership and dedication to the profession are truly inspiring. Her passion for developing financial planners and her commitment to evidence-based practices have left an indelible mark on the field. We extend our heartfelt congratulations to Carol for this well-deserved honor and look forward to celebrating her achievements at the FPA Annual Conference in September.

Carol, your visionary leadership and tireless efforts continue to shape the future of financial planning. We are incredibly proud to continue your work!

On July 23rd, Money Quotient will hold the advanced course: “A Values-Based Approach to Effective Communication with Prospective Clients.”

This workshop, led by MQ President Amy Mullen, CFP®, will delve into the essential components of effective communication during the initial stages of client interaction. Specifically, it will focus on the importance of a well-structured “Getting Acquainted Meeting,” a crucial time when the trust-building process begins. This stage presents a unique opportunity for advisors to highlight the significance of a comprehensive client-centered approach to financial planning.

Research and experience indicate that trust in an advisor is significantly developed when the advisor underscores the importance of aligning the financial plan with the client’s values and priorities. By incorporating life-centered exercises and engaging in meaningful conversations, advisors can create a more holistic and impactful planning process.

During this workshop, you will explore:

• The psychological dynamics in a client/planner relationship during the prospect stage, including beliefs and biases.
• Effective communication techniques that resonate with the client’s emotional brain, set clear expectations, and foster motivation for positive financial actions.
• Tools and strategies to convey the planner’s value proposition and encourage client commitment to a long-term financial plan.
• Communication skills that set client expectations and clearly define the benefits and outcomes of values-based financial planning.
• Methods to encourage prospective clients to openly share critical personal and financial information that will influence the success of their financial plan.

The course will be limited to 24 attendees to ensure a personalized and engaging learning experience. All participants will receive 4 CE credits already approved by the CFP board. Don’t miss this opportunity to grab your seat! We look forward to seeing you there!

We recently completed two Fundamentals of True Wealth™ Planning trainings! Thank you to Rooted Planning Group for hosting an in-person training in beautiful Corning, NY and treating the participants to a gorgeous hike at Watkins Glen State Park and a tasting of the areas fabulous wines! It was also lovely to host new MQ Partners as well as seasoned veterans for a robust virtual training. Thanks to all participants for making these rich and rewarding learning experiences!

New Grads

Amy Irvine Andrew Truax Brent Irvine Deb Kerr Donna Spear Elise Huston Kate Welker Kerrie Beene Laura Corbiani Liz Zemak

Marie Williams Michael Ginsberg Muriel Parrotte Rebekah Eason Shelby St. Martin Thomas Stephen Cole McClarren Jill Isbell Adam Van Wert

Veterans

• Brian Tegtmeyer
• Kshitija
• Jerry Sutton

Money Quotient would like to thank everyone for joining, we are excited to continue the journey of holistic financial life planning with you!