2022 Ken Gillaspie Scholarship Recipients
View all main articlesWith great enthusiasm, Money Quotient and MQ Research & Education proudly announce this year's Ken Gillaspie Legacy Fund scholarship recipients!
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Community Updates
View all community updatesJuly MQ Partners Celebrating Anniversaries!
In July, the following MQ Partners celebrated their 5+ year anniversaries with the MQ Community!…
Money Quotient Welcomes New MQ Partners
Following the completion of our training course in June, we are happy to introduce the…
Trending Online Links
View all trending online linksWhy You Shouldn’t Be Afraid to Ask Sensitive Questions
Asking the right questions at the right time is a complex task, especially when they…
The Human Side of Money Ep. 54: Helping Clients Achieve Life Money Balance with Dr. Preston Cherry
In this hour-long podcast, Dr. Preston Cherry, CFT-I™ stresses that a client's alignment with money…
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Upcoming MQ Fundamentals
View all MQ fundamentalsMQ Fundamentals of True Wealth™ Planning Training Course | Portland, OR
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
Registration for this Fundamentals Training course has closed. Please email us to be added to our wait-list! Registration for the virtual training beginning on September 28 is still open.
Upcoming Events
View all eventsMQU Presents: “Values-Based Investing” with Marco Vangelisti and Johnny Roland
MQU instructor Marco Vangelisti and MQ Partner (and course alumni) Johnny Roland will discuss “values-based investing,” which aligns financial plans and strategies with personal values.
MQ Open Forum: Visualizing Generosity: A Goal-Setting Journey for Existing Clients
Join us as we discuss ways to utilize the suite of goal-setting tools to visualize a life of generosity and identify goals for gifting one’s time, energy, or money that aligns with that individual’s core values.
Latest from the MQ Blog
View all blog postsGuiding 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…
How Financial Planners Can Support Behavior Change
In his article “Why Good Financial Behavior Isn’t Achievable Until You Believe That It…