Jumpstart Conversations with MQ’s Life Transitions Workbook GeneratorView all main articles
Money Quotient's Life Transitions Workbook Generator is a powerful tool that allows MQ Partners to create custom materials to suit individual clients' needs. These workbooks provide a list of questions that you will find helpful when beginning a conversation with your clients regarding transitions in their work, family, legacy, and financial lives. Additionally, each workbook contains a list of potential financial implications and client-facing resources pertaining to each specific transition. Gold and Platinum MQ Partners can access these tools by clicking on "Materials by Category" after logging into the MQ website, then selecting "Life Transitions Workbook Generator." For a demonstration, watch our 90-second walkthrough on how to use the tool. Each of the 50+ available worksheets is also available individually in the "Materials by Category" section by selecting "Life Transition Worksheets."
Community UpdatesView all community updates
Ginger Ames Earns CFP® designation
Money Quotient is proud to announce that one of the newest members of the MQ…
Michael Kay Obtains Coaching Certificate
As we celebrate a strong community of life-long learners, Money Quotient congratulates long-time MQ Partner…
Trending Online LinksView all trending online links
The One Behavioral Finance Truth All Firm Owners Should Know
Jordan Hutchison, XYPN's former Director of Partnerships, writes that achievement - including joining or starting…
Design Your Life for Happiness
In this hour-long interview, psychologist and professor Elizabeth Dunn follows up on her previous TED…
Did You KnowView all
The MQ Forum is a Place for Answers
Are you considering changing your fee structure, thinking about succession planning, or wondering about a new piece of technology?
These are just a few of the topics discussed on our MQ Forum, which MQ Partners can find in the password-protected resource portal. After logging in, follow the link in the upper-right corner.
The MQ Forum is a place for like-minded planners to share a wealth of ideas and brainstorm with members of the MQ Community. We invite you to contribute to the discussion!
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 Fundamentals Training course has closed. Please email us to be added to our wait-list! Registration for the virtual training beginning on September 28 is still open.
Upcoming EventsView all events
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.
MQ Educational Webinar – Annual MQ Partner Update
Join us for this MQ Partner Update to keep abreast of new developments at Money Quotient and our plans for the future! Whether you are a seasoned veteran or new to the MQ Community, we strongly advise joining us for this free session.
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…