Money Quotient

At MQ, we talk about life planning through four inquiry categories: Satisfaction and Values, Biography, Transitions, and Goals and Vision.

Join us for a small, intimate gathering of client-centric financial planners to discuss and learn how to evolve the way we work with clients around retirement planning! Do you love the opportunities you have between sessions at conferences to learn about other people practices and gain insight into resources they've used that could help you? Well, this entire event is designed to be focused on those rich and valuable conversations. ?? ONLY ONE WEEK LEFT TO REGISTER!!! ?? https://lnkd.in/gAqdzTZm

Human Side of Money host Brendan Frazier appeared on the In The Know Podcast and talked about psychology, communication, trust, and all things human side of money. He and the host, James Walker, also talked about a drawing that MQ's Financial Behavior Specialist drew. Brendan noted: "[Derek's visual represents] one of these things that we all know; we know this to be true. I'm not going to be around for my kids' entire life. My parents aren't going to be around forever. But, we all have this tendency to just go through life on autopilot ... Sometimes it takes framing it in a different way or seeing it in a different way to force us to pause for a minute and be intentional, and let it just hit and sink in differently."

In the first year of your relationship with a new client, you’ve worked hard to establish trust, discover their goals and motivations, and start them on a path to financial security and satisfaction - but the job is hardly over! Take this LAST CHANCE to join us for an upcoming webinar on the importance of revisiting qualitative topic areas on a regular basis and how to create sequences to MQ Tools and Resources to allow for deeper exploration into specific planning topic areas. https://lnkd.in/gTkM8hsQ #financialbehavior #financialwellness #cfps #moneyquotient #financialsecurity #upcomingwebinar #lastchance

New Article Alert! Our newest employee, Derek F. Hagen, recently published a new article on our website explaining MQ's True Wealth Planning process using a famous quote by Frederich Nietzsche! In the latest piece, we explore Nietzsche's quote, "Those who have a 'why' to live can bear with almost any 'how.'" We look at how this relates to MQ's True Wealth Planning process, including the four inquiry categories (satisfaction and values, biography, goals, and transitions), as well as the five stages of the True Wealth process (Explore, Engage, Envision, Enlighten, and Empower). The article also makes good use of simple drawings! Intrigued? Read it here and let us know what you think! https://lnkd.in/gDAgmWVr #MoneyQuotient #TrueWealth #Nietzsche

We are thrilled to report that Money Quotient's founder, Carol Anderson, was awarded the 2024 P. Kemp Fain, Jr. Award by the Financial Planning Association yesterday at the FPA Annual Conference in Columbus, OH! This award is given annually to people who have had a major impact on the financial planning profession. In receiving the award, Carol joins an esteemed group of past winners, including Dave Yeske, Elissa Buie, Dick Wagner, and Harold Evensky. Be sure to reach out to Caro on this well-deserved recognition for all that she's done!

In the first year of your relationship with a new client, you’ve worked hard to establish trust, discover their goals and motivations, and start them on a path to financial security and satisfaction - but the job is hardly over! Join us for an upcoming webinar on the importance of revisiting qualitative topic areas on a regular basis and how to create sequences to MQ Tools and Resources to allow for deeper exploration into specific planning topic areas. https://lnkd.in/gTkM8hsQ #financialbehavior #financialwellness #cfps #moneyquotient #financialsecurity #upcomingwebinar

Do you work with business owners who have a hard time discussing retirement planning because their identity is very wrapped up in their work? Do you have clients who struggle with the idea of moving from regularly receiving an income to spending down these savings? Come join us at the MQ Gathering to discuss these and many more emotional aspects of retirement planning. You don't need to be an MQ Partner to register!! Link to registration will be in the comments. https://lnkd.in/gZWM8_KV

Looking to engage your clients in conversations about retirement? Hoping they will feel motivated to implement your retirement planning strategies? Join us at the MQ Gathering Oct 28-30 to explore the many complexities of retirement planning!!

We are continuously improving our materials, resources, trainings, and webinar offerings by incorporating new research and refining our model and support. This is your Last Chance to join us for this Money Quotient Partner Update and stay updated on new developments, plans for the future, and a Q&A! Whether you are a seasoned veteran or new to the MQ Community, we strongly advise joining us for this free session. https://lnkd.in/grpydikN #financialplanning #financialbehavior #cfps #financeeducation #moneyquotient #financial #planning #update #community #lastchance