2022 Ken Gillaspie Scholarship RecipientsView all main articles
With great enthusiasm, Money Quotient and MQ Research & Education proudly announce this year's Ken Gillaspie Legacy Fund scholarship recipients!
Community UpdatesView all community updates
July MQ Partners Celebrating Anniversaries!
In July, the following MQ Partners celebrated their 5+ year anniversaries with the MQ Community!…
Money Quotient Welcomes New MQ Partners
Following the completion of our training course in June, we are happy to introduce the…
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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
MQU Presents: “Values-Based Investing” with Marco Vangelisti and Johnny Roland
MQU instructor Marco Vangelisti and MQ Partner (and course alumni) Johnny Roland will discuss “values-based investing,” which aligns financial plans and strategies with personal values.
MQ Open Forum: Visualizing Generosity: A Goal-Setting Journey for Existing Clients
Join us as we discuss ways to utilize the suite of goal-setting tools to visualize a life of generosity and identify goals for gifting one’s time, energy, or money that aligns with that individual’s core values.
Latest from the MQ BlogView all blog posts
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…
How Financial Planners Can Support Behavior Change
In his article “Why Good Financial Behavior Isn’t Achievable Until You Believe That It…