
Money Quotient Welcomes Derek Hagen!
View all main articlesWe at Money Quotient are pleased to announce that Derek Hagen has joined MQ as the Director of Education and Communication and Financial Behavior Specialist. "I couldn't be more thrilled to have Derek join our team and partner with us in providing research and evidence-based education to a wide range of financial professionals," said MQ's President Amy Mullen, CFP®. She adds, "His unique expertise and depth of experience will be a huge asset to our team and especially our MQ Community. We feel so fortunate to welcome Derek to Money Quotient." Derek will support our current processes and help develop new, innovative ways to add value to MQ Partners, financial professionals, and consumers. "I'm excited to join the team and contribute to the mission of Money Quotient of helping financial professionals implement a life-centered approach to financial advice, ultimately supporting their clients in leading meaningful and fulfilling lives," Derek said. Derek brings a wealth of experience to Money Quotient, with specialized training in financial psychology, financial therapy, and behavioral finance. His work focuses on communication, personal values, meaning in life, mindfulness, and resilience. Welcome to the team, Derek!
Community Updates
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Carol Anderson Receives Financial Planning’s Highest Individual Award
MQ founder and life planning trailblazer Carol Anderson was recently presented the P. Kemp Fain,…

Derek Hagen’s Work Featured on In The Know Podcast
Podcaster Brendan Frazier appeared on the In The Know Podcast and talked about psychology, communication,…
Trending Online Links
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Michael Kitces on The Human Side of Money
Industry titan Michael Kitces joined Brendan Frazier on The Human Side of Money Podcast. In…

10 Ways to Evaluate Your EQ: The Financial Therapy Podcast
Financial Therapy pioneer and MQ Veteran Partner, Rick Kahler talks about emotional intelligence on his…
Did You Know
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Motivational Interviewing Course Coming Soon
Motivational Interviewing Bootcamp is an MQRE-hosted comprehensive course designed to help you learn the skills and techniques of Motivational Interviewing (MI).
This 8-week course opens on October 12 and runs through December 8. It’s self-paced with two (optional) Live Q&A calls. You can complete it at your convenience!
This course will be worth 12 CFP CE credits, pending acceptance by CFP Board, and has been approved for 12 AFC CEU credits by AFCPE!
MI Bootcamp is open to everyone!

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 eventsYear Two and Beyond: Implementing Life Planning Throughout Your Client Relationship
The first year of a client relationship keeps a financial advisor busy learning about the client’s motivations and goals, but the challenges continue in year two … and beyond! Join us as we discuss how to conduct more productive annual meetings with a stronger focus on financial planning, the importance of revisiting qualitative topic areas on a regular basis, and how to create sequences to MQ Tools and Resources to allow for deeper exploration into specific planning topic areas.
Introduction to the First Step Cash Management System™
Join MQ President Amy Mullen, CFP® as she provides details regarding the the First Step Cash Management System™. Learn about this simple and unique approach to cash flow, how to use the process with clients, and fees for licensing and training.
Latest from the MQ Blog
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Finding Meaning in Money: Nietzsche and True Wealth Planning
Derek Hagen, CFA, CFP®, FBS®, CFT™ "Those who have a 'why' to live can bear…

What Are Best Practices in Values Clarification?
In order to choose the values clarification methods that would work best in your client…

Why Are Values So Tricky?
If personal values are so crucial to our individual identity, decision-making, and overall satisfaction in…