Carol Anderson Honored with P. Kemp Fain, Jr. Award
View all main articlesWe are thrilled to announce that our founder, Carol Anderson, M.S., has been named the recipient of the prestigious 2024 P. Kemp Fain, Jr., Award by the Financial Planning Association®. This award, the highest individual recognition in the financial planning profession, honors Carol for her significant contributions to the advancement of the field over the past 35 years. Carol's groundbreaking research and innovative programs have had a profound impact on the financial planning profession. Her work has enabled financial planners to understand the emotional and behavioral aspects of money, helping them to build stronger, more meaningful relationships with their clients. Through Money Quotient, Carol has provided tools and training that empower financial professionals to guide their clients toward more successful and satisfying relationships with money. Carol's leadership and dedication to the profession are truly inspiring. Her passion for developing financial planners and her commitment to evidence-based practices have left an indelible mark on the field. We extend our heartfelt congratulations to Carol for this well-deserved honor and look forward to celebrating her achievements at the FPA Annual Conference in September. Carol, your visionary leadership and tireless efforts continue to shape the future of financial planning. We are incredibly proud to continue your work!
Community Updates
View all community updatesChristi Van Rite on Financial Advisor Success Podcast!
We are excited to congratulate Christi Van Rite, for her recent feature on the Kitces…
Anne Johnston at TEDx Alexander Park
We are thrilled to celebrate Anne Johnston for her recent TEDx talk, "How to Make…
Trending Online Links
View all trending online linksThe Power of Financial Purpose
In a recent episode of the Standard Deviations podcast titled "The Power of Financial Purpose,"…
How Financial Professionals Can Navigate Couples’ Relationship Dynamics
Financial advisors often need to navigate differing opinions, emotions, and relationship dynamics that can complicate…
Did You Know
View allCustom Forms Tailored to Your Needs
At Money Quotient, we understand that each financial planning practice is unique, with specific needs and workflows. That’s why we offer the option to create fully customize submittable forms. Whether you require specific questions, additional fields, or a tailored structure that aligns with your process, we can help you create forms that are perfectly suited to your practice.
These customizable forms ensure that you gather the most relevant information from your clients in a way that seamlessly integrates with your service model. And while the focus is on functionality and efficiency, we also provide the option to include your branding, such as your logo, on the PDF versions of these tools, adding a professional touch that reflects your firm’s identity.
Reach out to us to explore how we can help you enhance your client interactions with customized forms that work for you.
Upcoming MQ Fundamentals
View all MQ fundamentalsMQ Fundamentals of True Wealth™ Planning Virtual Training Course
Registration for this Fundamentals training has closed.
Upcoming Events
View all eventsEffective Time Management
Effectively managing time during client meetings presents many challenges that are often unique to your individual clients’ personalities and life circumstances. How can an advisor honor the discovery process and give their clients the time and attention they need while being practical about meeting length? Join Amy Mullen, CFP® as she discusses how use of the MQ Tools and Resources can ease the burden and increase your productivity!
2024 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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