2022 MQ RETREAT: FEATURED SPEAKERSView all main articles
Our MQ Retreat is known for bringing in notable scholars and practitioners who share valuable insights for meeting current challenges and for serving as beacons in the lives of financial planning clients for many years to come. Featured speakers this year include:
Community UpdatesView all community updates
MQ Advisory Board Update
Money Quotient believes that great strength can be found in extraordinary leadership. As such, we…
This May, Money Quotient celebrates 5+ year anniversaries with these wonderfully talented MQ Partners! Georgia…
Trending Online LinksView all trending online links
Stanford Center on Longevity: Design Your Life Podcast
Does the necessity of a longer career imply more years working, or can it be…
Questions, Not Answers: Conversations For Advisors To Navigate Clients’ Anxiety Around Change
Clients who retain a static belief through dynamic times can experience feelings of frustration, demoralization,…
Did You KnowView all
MQRE in the News
Following the publication of Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment (FPA website login required), MQ Research & Education President Carol Anderson, M.S. has been very busy with interviews by publications and podcasts regarding its findings. Check out what she’s been up to on the MQRE website.
Upcoming MQ FundamentalsView all MQ fundamentals
MQ Fundamentals of True Wealth™ Planning Virtual Training Course
Registration has closed for the June training.
Upcoming EventsView all events
MQ In Action: James Hindes | Integrating Money Quotient into the XYPN Tech Stack
Money Quotient welcomes MQ Veteran James Hindes, who will share how he utilizes Money Quotient in his practice, and how he integrates the True Wealth process with portions of the XYPN tech stack (Wealthbox, RightCapital) and other tech solutions (Pulse360).
MQ Open Forum: Helping Clients Navigate Internal Conflict by Exploring Biography
Money can serve as a source of conflict in our client’s lives, often as a result of deep-rooted perspectives that have developed over time. Exploring past experiences can help to raise awareness of those perspectives and their origins. In this MQ Open Forum, we’ll discuss how exploring your client’s biography can help in specific scenarios, including clients who overspend, carry a scarcity mindset, or have more than enough financial wealth but feel generally unhappy.
Latest from the MQ BlogView all blog posts
How Financial Planners Can Support Behavior Change
In his article “Why Good Financial Behavior Isn’t Achievable Until You Believe That It…
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…