We are thrilled to share that MQ Financial Behavior Specialist Derek Hagen’s new newsletter, Life Planning Weekly (LPW), is now live. LPW is dedicated to exploring how financial professionals can help clients live more meaningful lives. Typical topics include the psychology of money, effective communication, money scripts, and meaning/purpose. Articles are published every Tuesday. Two […]
Did You Know
New Blog Columns
We are excited to introduce three new blog columns designed to help you help your clients. True Wealth Compass, written by Amy Mullen, focuses on all things True Wealth. It’s the same blog you’ve been seeing with a new name. Life Planning Weekly, written by Derek Hagen, is for advisors about how to learn how […]
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 […]
Custom 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 […]
MQ Endorsement
At Money Quotient, we celebrate outstanding community members through our MQ Endorsement program. This designation is for those who excel in implementing our program and showcases their commitment to excellence in financial planning. All endorsed MQ partners are prioritized in our MQ Directory. Why Apply? A consistent, well-documented client meeting process: Enhances communication and efficiency. […]
Don’t Miss Out!
Our MQ Partner Forum is buzzing with activity and opportunities! Engaging in the forum keeps you connected to the latest updates, special offers, and valuable discussions that can enhance your practice. Recently, we shared a rare last-minute opportunity in the forum. Two seats for our upcoming virtual Fundamentals of True Wealth Planning training were offered […]
Elevate Your Strategy
Discover the transformative power of strategic planning with MQ’s suite of tools. The same “Business Owner” tools used to help your clients can be used to elevate your internal strategic planning. Benefits of Strategic Planning Tools: Clarity: Gain a clear understanding of your financial goals and objectives. Alignment: Ensure your actions are aligned with your […]
Creating an Effective Goal Setting Process
Goal setting is more than just listing aspirations. It’s about navigating the journey to your clients’ ideal lives, a process that evolves with time and experience. Let’s explore how advisors can empower their clients through this transformative process. Time for Reflection: Allowing clients the space to reflect on their vision fosters new insights and opportunities. […]
Issue-Driven Implementation
Your Annual Update meeting will often identify new concerns, life transitions, planning topics, or behavioral issues that you will want to discuss and plan for in the coming year. Use the Issue Driven Implementation Chart and Guide to help you determine which tools to use with your clients. Consider the following tool sequence for Retirement Planning: Retirement: […]
Your Keystone Deliverable: Key Elements
If you want a single tool to be the focus of every client meeting, make it Key Elements. During your initial Client Engagement following the Fundamentals of True Wealth process, all of the insights from every meeting and every tool can be placed into Key Elements. It is the ultimate deliverable from an initial engagement! […]