
EARLY BIRD RATES ARE ENDING SOON! FUNDAMENTALS OF TRUE WEALTH™ PLANNING VIRTUAL TRAINING
View all main articles- First Time Attendee: $2,200
- Alumni Attendee: $1,100
- NAPFA Member: $1,980
Community Updates
View all community updatesAmy Mullen and MQ Partner Lexi Olian participate in FPA Panel Discussion
On Tuesday, December 14, MQ President Amy Mullen, CFP®, and MQ Partner Lexi Olian joined…
MQU Course Concludes
Another group of students has achieved MQU Alumni status following the conclusion of our 10-week…
Trending Online Links
View all trending online linksMaking Fulfilling Financial Choices by Remembering Past Experiences
In a recent column, Meghaan Lurtz, Ph.D., FBS discussed how different "utilities" can be used…
How to Tame Your Advice Monster
Does your "Advice Monster" rear its head at the worst possible time, potentially spoiling conversation?…
Did You Know
View all2022 MQ Webinar Schedule
- The first Thursday of each month at 11:00 am PT / 2:00 pm ET
- The third Tuesday of each month at 1:00 pm PT / 4:00 pm ET

Upcoming MQ Fundamentals
View all MQ fundamentalsMQ Fundamentals of True Wealth™ Planning Virtual Training Course
Registration has closed for the February training.

Upcoming Events
View all eventsMQ Open Forum: Facilitating Awareness of Satisfaction and Values
Getting to the heart of what brings your client joy and purpose is crucial to a meaningful financial planning engagement. In this MQ Open Forum, we’ll share a few tips and strategies to uncover what brings your client satisfaction and get a sense of their core values.
MQ Education: Fostering Your Client’s Self-Determination
Self-determination theory suggests that people are motivated to grow and change by three innate psychological needs: autonomy, competence, and connection. Join us as MQ President Amy Mullen describes how advisors can frame the way they work with their clients to foster these universal needs and increase motivation in the financial planning process.
Latest from the MQ Blog
View all blog postsNurturing Financial Resilience
The COVID-19 pandemic has demonstrated to us once again that economic uncertainties are…
The Pandemic has Changed Perceptions of Wealth & Well-Being
At Money Quotient, we frequently point out that a successful financial planning practice is built…
MQ Recommended Reading
A growth mindset seems to be at the heart of shared purpose relationships with our…