
Motivational Interviewing Bootcamp Wrap-Up and Looking Ahead
View all main articlesWe’re thrilled to announce that the first cohort of our “MI for Advisors: Motivational Interviewing Bootcamp” has successfully wrapped up! Over the past eight weeks, participants immersed themselves in an evidence-based communication method designed to help clients find the motivation to make positive decisions. Through lectures, hands-on exercises, reading assignments, and Q&A sessions, attendees learned how to integrate MI techniques into their practices—enhancing client trust, improving communication, and ultimately guiding clients toward better outcomes. We’re so grateful for the enthusiasm and commitment shown by everyone involved, and we look forward to receiving feedback from our inaugural class. Your insights will be invaluable as we continue refining the course to ensure even greater value for future participants. We can’t wait to welcome our next cohort and continue helping financial professionals develop the skills, techniques, and understanding they need to build stronger, more fulfilling client relationships.
Community Updates
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Recognizing Women’s Leadership in Human-First Financial Guidance
Our MQ community continues to be inspired by the pioneering spirit of women who shape…

A Font Farewell and Heartfelt Thanks to Bill Morrissey
Join us in honoring Bill Morrissey, a cherished MQ Partner for an incredible 22 years!…
Trending Online Links
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Kitces and Carl on Balancing Legacy Clients
Transitioning to a more holistic, life-centered planning model can feel challenging, especially if you’re carrying…

Meir Statman on The Human Side of Money
In this insightful interview, renowned behavioral finance pioneer Meir Statman discusses the evolution toward “Behavioral…
Did You Know
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2025 Gathering Early Early-Bird Pricing Available Until the End of the Year
By registering for the 2025 MQ Gathering in Minneapolis before the end of the year, you can lock our best rate. With Early Early-Bird pricing, you’ll save a full $400 off the regular rate! This is an opportunity to secure your spot and save some money while our planning is just getting started.
The 2025 MQ Gathering is set for September 22-24, and while we’ll be announcing more details, you can take action now to ensure maximum savings. Don’t miss out on the lowest rate we’ll offer—grab your ticket, mark your calendar, and look forward to an unforgettable experience in Minneapolis!

Upcoming MQ Fundamentals
View all MQ fundamentalsMQ Fundamentals of True Wealth™ Planning Training Course | Tucson, AZ
Registration for this event has closed!

Upcoming Events
View all eventsIntroduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Special MQ Partner Update
The team at Money Quotient is working hard to plan out a very robust and eventful 2025 and are excited to start the year off with a BANG! We have some big news to share with the entire MQ Community! Please join us for a Special MQ Partner Update, during which we will reveal our plans for 2025 and discuss some new developments that we are very excited to share.
Latest from the MQ Blog
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Unlearning Yourself
Derek Hagen, CFA, CFP®, FBS®, CFT™ "We must learn to see ourselves not through the…

Good Listening: Getting Out of the Way
Derek Hagen, CFA, CFP®, FBS®, CFT™ "It was impossible to get a conversation going, everybody…

Compromise to Optimize Happiness in Life’s Domains
Derek Hagen, CFA, CFP®, FBS®, CFT™ "A successful marriage is about compromise. She wanted a…