The very act of giving makes us happier. As advisors, you have the great privilege of helping your clients discover how best to meet their philanthropic goals, deepening their connection with money and directing it with soulful purpose. Join us and hear from our community about how they’re walking clients through generosity planning.
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Gary Dean and his team at TrustCore are bringing MQ to Tennessee – registration is now open!
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.
Join us as veteran guests share all of the highlights from the 2021 MQ Gathering!
The 2021 MQ Gathering will continue the 2020 MQ Retreat theme, “Year Two and Beyond: Reimagining the Purpose and Potential of Your Client Relationships.”
Once practical, repeatable processes are established, financial planners can always work to improve their active listening, facilitation, and communication skills to enhance the effectiveness of their client experience. Join us as we review frameworks to effectively navigate your True Wealth™ Planning conversations and discuss the communication skills you have learned, adopted, and proven to be helpful in your client relationships.
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Are you using the MQ Tools to their fullest capabilities? Join the MQ Community for a discussion regarding clever and unique ways to implement the article library, workbooks, transitions generator and much more!
Join MQ President Amy Mullen, CFP as she explores the influence of belief systems and how they can either support or interfere with the development of successful and fulfilling relationships.
What structures provide the most flexibility when integrating life planning conversations? How do different business structures influence how clients perceive where the value lies in your offering? Join us for this Open Forum discussion!
Throughout the last 18-months, advisors and their clients have had their status quo shaken. Clients are reevaluating their aspirations, the ultimate purpose of their nest egg, and asking themselves, “What is it all for?” In this MQ Community Discussion, we want to hear your ideas on how to navigate these conversations, as well as share the MQ Perspective on how to help them create their vision of not just a new normal but a better, more fulfilling life.
