New Offering! Advisor & Spouse Experience True Wealth Planning!View all main articles
For years, members of our community have wanted the opportunity to experience the True Wealth™ Planning process with their spouse or partner facilitated by an MQ Expert. Now you can! Over the course of four one-hour meetings, MQ Consultants Paul Leighton and Brenna Baucum will guide you through the qualitative side of the True Wealth™ Planning Process via the True Wealth™ Planning Experience. It covers the Explore (getting acquainted), Engage (discovery), Envision (goal setting), and Enlighten (plan presentation) stages. The True Wealth™ Planning Experience will consist of two parts:
- Guiding you (and your loved one) through qualitative discovery and discussions that result in clarity around values, vision, and goals
- Demonstrating and coaching for the advisor around facilitating and implementing an effective client experience with MQ tools and resources
Community UpdatesView all community updates
MQ Partner Lexi Olian’s The Humphrey Group Earns B-Corp Designation
Many companies that wish to reduce inequality, boost environmental sustainability, and promote social change seek…
This month, the following MQ Partners are celebrating their 5+ year anniversaries with the MQ…
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Get Amy’s Conference Insights via Social Media
MQ President Amy Mullen, CFP® has had a very busy spring, travellng to several conferences and planning to attend several more throughout the year.
Her upcoming travel schedule includes the following events:
- August 16: FPA of Orange County Quarterly Meeting
- September 19: XYPN Live Conference
- September 26: FPA Annual Conference
- October 18: NAPFA Fall Conference
If you will be in attendance at any of these as well, please be sure to say hello!
Amy enjoys posting updates about her travels and her thoughts on what she’s learning, so make sure to follow her on social media:
Upcoming MQ FundamentalsView all MQ fundamentals
MQ Fundamentals of True Wealth™ Planning Training Course | Portland, OR
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
Registration for this course is now closed!
Upcoming EventsView all events
MQ In Action – Dan Johnson, CFP®
Money Quotient welcomes Dan Johnson, CFP®, a solo practitioner finishing his first year as an MQ Partner. We look forward to hearing how he is implementing and utilizing the Money Quotient materials!
Join MQ Veteran Partners Jacob Newcomer, CFP® and Tanya Steinhofer, CFA, CFP® as they discuss values-focused investing, a strategy that aspires to fulfill a combination of both financial and philanthropic returns.
Latest from the MQ BlogView all blog posts
Listen to Understand: The True Purpose of Client Discovery
In our work with financial planners, we frequently point out that a successful practice is…
Guiding Clients Through Life’s Challenges
As financial advisors, we often experience the privilege of being among the first to be…
What is True Client-Centered Discovery?
At Money Quotient, we believe that the most successful client relationships are built on asking…