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MQ News

Jumpstart Conversations with MQ’s Life Transitions Workbook Generator

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Jun 10, 2022

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 Updates

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Ginger Ames Earns CFP® designation

Jun 10, 2022

Money Quotient is proud to announce that one of the newest members of the MQ…

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Michael Kay Obtains Coaching Certificate

Jun 10, 2022

As we celebrate a strong community of life-long learners, Money Quotient congratulates long-time MQ Partner…

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Trending Online Links

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The One Behavioral Finance Truth All Firm Owners Should Know

Jun 10, 2022

Jordan Hutchison, XYPN's former Director of Partnerships, writes that achievement - including joining or starting…

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Design Your Life for Happiness

Jun 10, 2022

In this hour-long interview, psychologist and professor Elizabeth Dunn follows up on her previous TED…

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Did You Know

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The MQ Forum is a Place for Answers

Jun 10, 2022

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 Fundamentals

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12 Sep

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. 

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Upcoming Events

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21 Jun
Webinar

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.

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7 Jul
Webinar

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.

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Latest from the MQ Blog

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How Financial Planners Can Support Behavior Change

Apr 29, 2022

  In his article “Why Good Financial Behavior Isn’t Achievable Until You Believe That It…

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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…

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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…

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