2022 MQ Retreat, KGLF Scholarship, and more! Plus, the value of regret, and Amy Mullen's guest appearance on upcoming CE webinar

June 2022 Fundamentals of True Wealth™ Planning Virtual Training Course

Mar 30, 2022

"Early Bird" pricing for our virtual Spring Fundamentals of True Wealth™ Planning training course ends on Sunday, April 10:

First Time Attendee: $2,200
Alumni Attendee: $1,100
NAPFA Member: $1,980

Successful completion of this training is required to become an MQ Partner. Those who have already completed the course may find attending the course again helpful as a refresher, helping to underscore and reinforce the use of MQ's Tools and Materials. Alumni are eligible to attend at a 50% discount.

This course has been accepted for 24 CFP Board CE hours per the CFP Board.

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Community Updates

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MQ Welcomes the Newest Members of the MQ Community!

Mar 30, 2022

We are thrilled to announce that the entire Spring cohort of graduates has joined the…

Carol Anderson Interviewed on Money Life Podcast

Mar 30, 2022

Money Quotient Research & Education President Carol Anderson appeared on the March 16 episode of…

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The MQ Article Library Features Client-Facing Materials

Mar 30, 2022

Money Quotient has developed an article library for financial planners who want to communicate a holistic, life-centered approach to their clients and prospective clients.

Among their many uses, these articles can:

Strengthen client loyalty by providing information relevant to their lives

Provide educational content that enlightens and inspires your clients

Attract prospective clients using an educational, life planning approach

“The Duality of Creating Financial Freedom,” is an example of one of the articles, describing the two main obstacles to financial freedom. You can learn more about the MQ Article Library by reviewing this fact sheet.

Upcoming MQ Fundamentals

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8 Jun

MQ Fundamentals of True Wealth™ Planning Virtual Training Course

Registration has closed for the June training.

Upcoming Events

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19 Apr

Webinar

MQ Open Forum: Walking Clients Through Professional Transition

Whether you’re working with young professionals, seasoned executives, or entrepreneurial business owners, the opportunities to help your clients proactively plan their career paths are abundant. In this MQ Open Forum, we’ll talk about ways to support your client as they transition from one professional identity to another.

3 May

Webinar

Introduction to Money Quotient

Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!

Latest from the MQ Blog

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Help Your Clients Make the Most of Their Regrets

Mar 30, 2022

In his latest book, The Power of Regret: How Looking Backward Moves Us Forward, Dan…

Assessing the Value of “Functional Quality” in Designing Financial Planning Engagements

Feb 25, 2022

In our Money Quotient training programs and research projects, we frequently refer to the groundbreaking…

Elicit, Provide, Elicit:  The Art of Skillful Advice-Giving

Feb 2, 2022

Advice is inherent to financial planning. Heck, it’s in your title: advisor. But how you…

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June 2022 Fundamentals of True Wealth™ Planning Virtual Training Course

Community Updates

MQ Welcomes the Newest Members of the MQ Community!

Carol Anderson Interviewed on Money Life Podcast

Trending Online Links

Advisors Think They Are Good Communicators. A Study Shows Clients Feel Differently.

Money Matters to Happiness—Perhaps More Than Previously Thought

Did You Know

The MQ Article Library Features Client-Facing Materials

Upcoming MQ Fundamentals

MQ Fundamentals of True Wealth™ Planning Virtual Training Course

Upcoming Events

MQ Open Forum: Walking Clients Through Professional Transition

Introduction to Money Quotient

Latest from the MQ Blog

Help Your Clients Make the Most of Their Regrets

Assessing the Value of “Functional Quality” in Designing Financial Planning Engagements

Elicit, Provide, Elicit: The Art of Skillful Advice-Giving

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Elicit, Provide, Elicit:  The Art of Skillful Advice-Giving