Congratulations to the more than 20 new graduates of the May and June Fundamentals of True Wealth™ Planning training courses! We're excited to welcome many of them into the MQ Community, and to support them as they continue to embrace Money Quotient’s unique model of life-centered financial planning.
Registration is now open for our final trainings of 2023. Sign up now to take advantage of Early Bird prices! Alumni are also eligible to register at a reduced rate.
2023 Ken Gillaspie Legacy Fund Scholarship
The 2023 Ken Gillaspie Legacy Fund Scholarship recipient will be invited to participate in the virtual “Fundamentals of True Wealth™ Planning” training course on October 25-27 and October 30-31, 2023 (9:00 am - 1:30 pm PT each day). The scholarship will cover the tuition in full. Please submit your applications no later than July 14!
MQ Community Discussion: Books for Soon-to-Be Retirees
A discussion of book recommendations for soon-to-be retirees has begun in the Forums section of…
Meet Bradley, and Thanks to Rob!
Money Quotient is excited to introduce our newest team member, Bradley Cunningham! Bradley joins…
Jane Mepham, CFP® on Investing for Nonimmigrant Visa Holders
Foreign-born workers with work visas face a unique set of financial challenges that most native-born…
Amy’s “On The Circuit” Podcast Interview
https://youtu.be/9kt8ARvogtw While visiting San Antonio during May's Shift Conference, MQ President Amy Mullen, CFP® chatted…
MQ Tool Guides Have Been Revamped!
If you’ve been hesitant to implement certain MQ Tools because you weren’t sure when or how they would be useful or appropriate, our updated MQ Tool Guides can help you!
Each MQ Tool Guide now includes the following sections:
- Tool Specifics: The tool’s stage of process, inquiry category, and depth of conversations are explained.
- Why Use This Tool: Discover the purpose of the tool and how it enhances the financial planning process.
- How To Use the Tool: Scripts for introducing the tools, additional questions to facilitate conversations, and the relevant information to listen for are laid out in this section.
- What Else to Know: Learn about the psychological aspect of the tool’s use, as well as other tips for its successful use.
These guides are available to MQ Partners upon logging into their accounts on moneyquotient.com!
Upcoming MQ Fundamentals
View all MQ fundamentals
Upcoming Events
View all events
Listen to Understand: The True Purpose of Client Discovery
In our work with financial planners, we frequently point out that a successful practice is…
Guiding Clients Through Life’s Challenges
As financial advisors, we often experience the privilege of being among the first to be…
What is True Client-Centered Discovery?
At Money Quotient, we believe that the most successful client relationships are built on asking…