Master Human-First Guidance with Financial Life Planning
Transform your client relationships with expert-led training, proven tools, and scalable processes.
“When advisors understand both the science and art of human relationships, they can create transformative change for their clients.”
-Amy Mullen
Who We Serve
At Money Quotient, we work with advisors of all sizes and specialties. Whether you’re just starting out or managing a large firm, we have the training and tools to help you succeed.
Solo or Small Firm?
Plug-and-play processes that allow you to focus on growing your business and serving clients, without the stress of starting from scratch.
Going Independent?
Transition smoothly from broker-dealer life with a repeatable process that aligns with your vision of meaningful, client-first advising.
Growing Your Practice?
Equip your team with scalable tools and comprehensive training to deliver consistent, life-centered client experiences.
The Money Quotient Difference
We help advisors like you transform their practices by focusing on the human and emotional side of money. Our tools, training, and support enable you to create lasting impact for your clients.
- Comprehensive Training: Learn communication and facilitation skills, combining elements from behavioral science, psychology, neuroscience, and sociology designed to deepen client relationships.
- Practical Process: Financial life planning is only as effective as its implementation. Learn a systemized process you can implement in every meeting with every client.
- Proven Tools: Deliver a consistent client experience with our research-based, time-tested facilitation tools that help guide your conversations.
What Others Say
“What makes Money Quotient different is the heart and soul behind it. You feel it in every interaction, and it’s unlike anything else in the industry.”
-Ingrid Strauss, CFP®
“Money Quotient has completely transformed the way I approach financial planning. It’s about more than numbers; it’s about people and their lives.”
-William Pitney, CFP®
“Money Quotient allows me to connect with my clients on a deeper level, helping them align their financial decisions with their core values.”
-Aries Jiminez, CFP®
“Being a Money Quotient partner has given me a framework for meaningful conversations that clients truly value.”
-Josh Ackerman, CFP®
Ready to Transform Your Practice?
Join the advisors who trust Money Quotient® to elevate their client relationships and grow their practices. Take the first step toward delivering financial life planning that works for your and your clients.
“The future of our profession isn’t just about managing money; it’s about understanding what makes life worth living and aligning resources to support it.”
-Derek Hagen
Want to Learn More?
Intro to Money Quotient Webinar
The Intro to MQ webinar is a perfect starting point to see what MQ is about.
Getting Acquainted Meeting
A Getting Acquainted meeting is your chance to have your questions answered.
Process to Becoming a Partner
Learn how MQ tools, training, and community can elevate your client relationships.
Download our guide to…
(filler until we can get an eBook of some kind… Possible something from the Members area that’s been reformatted)