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Money Quotient Login Request Info MQ Partner Directory School of True Wealth™ Login Menu MQ Process & Resources True Wealth™ Planning First Step Cash Management™ Working with MQ Step #1: Learn about MQ Step #2: Fundamentals of True Wealth Planning Training Step #3: MQ Partnership Agreement Step #4: Implementation Program Step #5: On-Going Education Learning & Events Event Calendar School of True Wealth™ MQ News & Community MQ News Blog Media Mentions Photos & Videos Gallery About Philosophy & Mission MQ Team Advisory Board MQ Research Financial Planning Done Well At Money Quotient®, we teach financial professionals how to bring science to the art of relationship. By combining important elements of behavioral sciences, psychology, neurology, sociology, and effective communication we’ve created a practical turn-key process for a fun and engaging client experiences that transforms lives and increases financial well-being. What We Teach Research Based Our tools, training, and client experience model is designed with a research-based, multi-disciplinary approach that helps to maximize the success of the advisor/client relationship and impact of the recommendation and education. Time-Tested With 30+ years of research, development, testing, and refinement, you can rest assure your investment to learn and implement the True Wealth Planning model will result in highly engaged and committed clients. Replicable Process Financial life planning is only as effective as its implementation. We teach you a systemized process you can implement in every meeting with every client. Let’s Talk Who We Work With Any financial professional working directly with clients would benefit from the True Wealth™ Planning model. We are thrilled to work with financial planners, coaches, counselors, educators, and more! New Advisors If you’re brand new to the industry and want a framework to lean on to jumpstart your ability to engage clients at the highest level, we can get you there. Mid-Career If you’re an established professional wanting to update your client experience, systemize your approach, or differentiate yourself from other firms, we got you. Growing Firm If you’re adding advisors or bringing on a successor and looking to create a practical process that can be used by all advisors no matter their experience, this is the place. Frequently Asked Questions What Results can I Expect? We now have definitive research that proves implementing life planning aspects into your client engagements will greatly increase the following factors: Client’s trust in and commitment to their advisor Client’s engagement and enjoyment of the financial planning process Client’s satisfaction with services provided by advisor Client’s follow-through on implementing all advisor recommendations Client’s openness with sharing additional financial and personal information Client retention Client referrals In addition, the anecdotal evidence via advisor feedback over the last two decades indicate an increase in client’s life-satisfaction, fulfillment, and well-being. And guess what?? Advisor report feeling more fullfilled in the work they do too!! How Do I Become a MQ Partner? Attend a Fundamentals of True Wealth Training Decide your Partnership Level Complete your Implementation Program Enjoy unlimited access to your large library of client tools and practice management resources, monthly webinars, on-demand education archive, and MQ Community discussion forums See more details about becoming an MQ Partner How Much Does It Cost? Fundamentals of True Wealth Training: $2,200 Implementation Program* Silver: $3,000 Gold: $4,500 Platinum: $6,000 Ongoing License Fee** Silver: $90/mo Gold: $145/mo Platinum: $190/mo *Implementation Fees are paid monthly for the first 12 months **Discounted rates available for two or more advisors on the same MQ Partnership Agreement for the Implementation Program and Ongoing License Fees When Is The Next Training? To view all upcoming Fundamentals of True Wealth Planning Trainings, check out our Event Calendar Do I Need to Be a CFP? No. Although our training has been approved for 24 CFP® CE credits, we work with all types of financial professionals. Our process is designed to increase the effectiveness of any client engagements involving financial education or advice. All who want to learn about this client engagement process are warmly welcome! Will I Need to Change the Number of Meetings or have Longer Meetings? Although it will take some time and focus upfront to learn how to facilitate the conversations and integrate the materials into your meetings, most advisors do not end up changing the number of meetings or the length of their meetings. What happens IN each meeting will likely change quite a bit, however, the process was designed to uncover relevant information in a very effective and efficient way, while also being quite enjoyable for the client. Will this Make me More Money? If you’re looking for your next sales pitch, this is not the place for you. We’re here to serve professionals who are dedicated to making a real difference in their clients’ lives and who are life-long learners always looking for ways to improve their craft. That being said, our approach will give your business significant value add and differentiate you from other firms. Contact Us For decades, Money Quotient has been the go to” platform for any planner who is serious about financial life planning. Their exercises, processes, and questionnaires are the gold standard of financial life planning.” - Rick Kahler, MS, CFP®, CFT-I™, CeFT®, CCIM MQ Partner Since 2009 I work with foreign-born clients. They come from very different backgrounds and cultures. The MQ tools and processes are the best thing I have found for bridging the gap and walking this journey with my clients. And anytime a client or prospect says to me, You get it,” Thank you for asking that question,” or You captured exactly what we want, even though we were having a hard time articulating it,” I have to attribute a part of that success to the MQ tools.” - Jane Mepham, CFP® MQ Partner Since 2021 My life, my business, and my relationship with my clients changed forever at the MQ Fundamentals training in a small conference room in Poulsbo, WA. MQ’s approach, tools and support helped me develop my firm and reputation to stand out as a beacon of the highest quality in helping clients live their values.” - Michael F. Kay, CFP®, CPA MQ Partner Since 2005The Money Quotient tools help people become clearer in themselves while building internal agency around how they have used and could engage with all their resources, money included. We use the MQ tools to frame all of our client interactions and to drive our business strategy, too. ” - Georgia Lee Hussey, CFP® MQ Partner Since 2013 "MQ tools are tools of the mind. By using them, you’ll not only have the keys to deeper relationships with your clients, but also the basis for a stronger culture of effective communication." - Marty Kurtz, CFP® MQ Partner Since 2007 As Seen On Blog Events Request Information MQ Partner Directory Privacy Policy Cookie Consent Contact 360.697.4561 (phone) info@moneyquotient.com Follow Money Quotient Subscribe to MQ Blog Subscribe to receive blog post alerts and newsletter digests by email. First & Last Name* Email* Mailing Lists* Blog Posts Newsletter Digest Please leave this field empty. All rights to content on this site, whole or in part are reserved by the author. Unlawful use is prohibited by law. For more information, contact Money Quotient at info@moneyquotient.com ©2023 Money...