June 2022 Fundamentals of True Wealth™ Planning Virtual Training CourseView all main articles
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MQRE’s “Invest For Better” Study Group
In January, 17 MQ Partners and friends joined together to read Janine Firpo's book Activate Your…
Time to Celebrate!
These MQ Partners will celebrate their 5+ year anniversaries in March. Thank you for all…
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New Resources for MQ Partners
New email templates, client agendas, and retirement tools are now available for MQ Partners! These include templates for each stage of the MQ True Wealth™ Process, as well as a Financial Satisfaction Survey and Life Transition Survey specifically for your retired clients. You can access these tools by logging into your MQ Partner account via the MQ website.
Upcoming MQ FundamentalsView all MQ fundamentals
MQ Fundamentals of True Wealth™ Planning Virtual Training Course
Registration has closed for the June training.
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First Step In Action – Kim Rosenberg, CFP®
Money Quotient welcomes Kim Rosenberg, CFP®, to discuss how she implements and uses the First Step Cash Management System™.
MQ Education: Help Your Clients Measure & Raise Their MQ
Self-knowledge is an essential ingredient to understanding and improving money management habits and feeling clear and confident with financial decisions. Join MQ President Amy Mullen as she provides an overview and tips for best practices of the “Measure Your MQ” self-assessment and the “Raise Your MQ” workbook, which were designed to help your client focus their thinking on both the fact (IQ) and feeling (EQ) aspects of their financial well-being (MQ).
Latest from the MQ BlogView all blog posts
Help Your Clients Make the Most of Their Regrets
In his latest book, The Power of Regret: How Looking Backward Moves Us Forward, Dan…
Assessing the Value of “Functional Quality” in Designing Financial Planning Engagements
In our Money Quotient training programs and research projects, we frequently refer to the groundbreaking…
Elicit, Provide, Elicit: The Art of Skillful Advice-Giving
Advice is inherent to financial planning. Heck, it’s in your title: advisor. But how you…