Facilitating Positive Change in Your Clients’ Financial Lives
View all main articles- New tools to help you think and talk about the obstacles that block your clients’ progress toward their satisfaction and sense of well-being
- A new and fun way to guide your clients’ financial behavior
- Effective tools to help you understand your thinking so you can move your practice to the next level
Community Updates
View all community updatesXY Planning Network Podcast featuring AVID Planning
In a new podcast from XY Planning Network, Veteran MQ Partners, and founders of AVID…
Amy Mullen and MQ Partner Lexi Olian participate in FPA Panel Discussion
On Tuesday, December 14, MQ President Amy Mullen, CFP®, and MQ Partner Lexi Olian joined…
Trending Online Links
View all trending online links2022 FFP Grant Recipients
The Foundation for Financial Planning™ has announced its 2022 Financial Planning Association® grants. Eighteen grantees…
Financial Planning Isn’t Just Complicated, It’s Complex
In his recent article, Tim Maurer reflects on what he's learned from reading Gen. Stanley…
Did You Know
View allOur Next MQU Course Begins on March 5, 2022
MQU welcomes Thom Allison as he guides another group of students through his course, Facilitating Positive Change in Your Clients’ Financial Lives.
Upcoming MQ Fundamentals
View all MQ fundamentalsMQ Fundamentals of True Wealth™ Planning Virtual Training Course
Registration has closed for the February training.
Upcoming Events
View all eventsMQ Open Forum: Creating Satisfaction and Living Into Values in Retirement
“Retirement planning” broadly encompasses pre-retirement, early-retirement, and later-retirement aspects. In this MQ Open Forum, we’ll talk about how you can help your clients intentionally design lives of contentment, not complacency, in each phase.
MQ In Action – Christopher Castles, ACS
Money Quotient welcomes Veteran MQ Partner Christopher Castles, ACS to share how he and his firm are implementing and utilizing the Money Quotient materials.
Latest from the MQ Blog
View all blog postsElicit, Provide, Elicit: The Art of Skillful Advice-Giving
Advice is inherent to financial planning. Heck, it’s in your title: advisor. But how you…
Nurturing Financial Resilience
The COVID-19 pandemic has demonstrated to us once again that economic uncertainties are…
The Pandemic has Changed Perceptions of Wealth & Well-Being
At Money Quotient, we frequently point out that a successful financial planning practice is built…