Jumpstart Conversations with MQ’s Life Transitions Workbook GeneratorView all main articles
Money Quotient's Life Transitions Workbook Generator is a powerful tool that allows MQ Partners to create custom materials to suit individual clients' needs. These workbooks provide a list of questions that you will find helpful when beginning a conversation with your clients regarding transitions in their work, family, legacy, and financial lives. Additionally, each workbook contains a list of potential financial implications and client-facing resources pertaining to each specific transition. Gold and Platinum MQ Partners can access these tools by clicking on "Materials by Category" after logging into the MQ website, then selecting "Life Transitions Workbook Generator." For a demonstration, watch our 90-second walkthrough on how to use the tool. Each of the 50+ available worksheets is also available individually in the "Materials by Category" section by selecting "Life Transition Worksheets."
Community UpdatesView all community updates
Ginger Ames Earns CFP® designation
Money Quotient is proud to announce that one of the newest members of the MQ…
Michael Kay Obtains Coaching Certificate
As we celebrate a strong community of life-long learners, Money Quotient congratulates long-time MQ Partner…
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The MQ Forum is a Place for Answers
Are you considering changing your fee structure, thinking about succession planning, or wondering about a new piece of technology?
These are just a few of the topics discussed on our MQ Forum, which MQ Partners can find in the password-protected resource portal. After logging in, follow the link in the upper-right corner.
The MQ Forum is a place for like-minded planners to share a wealth of ideas and brainstorm with members of the MQ Community. We invite you to contribute to the discussion!
Upcoming MQ FundamentalsView all MQ fundamentals
“Fundamentals of True Wealth™” Training – Hosted Training – Brentwood, TN
Gary Dean and his team at TrustCore are bringing MQ to Tennessee – registration is now open!
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Towards Aware and Values-Centered Investing
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Latest from the MQ BlogView all blog posts
Financial Choices and Matters of the Heart
No matter how much or how little money you have flowing through your life,…
Your Client is an Adult – Treat Them Like One
At the end of a thorough financial planning engagement, an advisor hands their client a…
Evidence-Based Financial Planning: A Call to Action
“The scientific method provides a framework for validating the profession’s best practices so that practitioners…