EB rates for June training, MQ Article Library, "Money Life" Podcast, and more! Plus, MQRE Research, and New Members to the MQ Community

Congratulations, Graduates!

Mar 11, 2022

Our First FTWP Graduating Class of 2022!

Our spring "MQ Fundamentals of True Wealth™ Planning" virtual training was a great success! Thirteen students (including financial planners from the UK, India, and New Zealand) completed our comprehensive five-day course that provides an in-depth overview of Money Quotient's unique model of life-centered financial planning.

Our hearty congratulations to the entire class!

Community Updates

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Time to Celebrate!

Mar 11, 2022

These MQ Partners will celebrate their 5+ year anniversaries in March. Thank you for all…

MQRE’s “Invest For Better” Study Group

Mar 11, 2022

In January, 17 MQ Partners and friends joined together to read Janine Firpo's book Activate Your…

Did You Know

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New Resources for MQ Partners

Mar 11, 2022

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.

Select the Materials by TWP Stages subfolder, then click on:

–> Practice Management Resources – Client Materials

–> Retirement Planning Tools

Upcoming MQ Fundamentals

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8 Jun

MQ Fundamentals of True Wealth™ Planning Virtual Training Course

Registration has closed for the June training.

Upcoming Events

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31 Mar

Webinar

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™.

7 Apr

Webinar

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 Blog

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Help Your Clients Make the Most of Their Regrets

Mar 30, 2022

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

Feb 25, 2022

In our Money Quotient training programs and research projects, we frequently refer to the groundbreaking…

Elicit, Provide, Elicit:  The Art of Skillful Advice-Giving

Feb 2, 2022

Advice is inherent to financial planning. Heck, it’s in your title: advisor. But how you…

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Congratulations, Graduates!

Community Updates

Time to Celebrate!

MQRE’s “Invest For Better” Study Group

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Virtual Meetings Are Great for Advisors. But What About Clients?

First A Hug

Did You Know

New Resources for MQ Partners

Upcoming MQ Fundamentals

MQ Fundamentals of True Wealth™ Planning Virtual Training Course

Upcoming Events

First Step In Action – Kim Rosenberg, CFP®

MQ Education: Help Your Clients Measure & Raise Their MQ

Latest from the MQ Blog

Help Your Clients Make the Most of Their Regrets

Assessing the Value of “Functional Quality” in Designing Financial Planning Engagements

Elicit, Provide, Elicit: The Art of Skillful Advice-Giving

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Elicit, Provide, Elicit:  The Art of Skillful Advice-Giving