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Skip to content Login Blog Events Request Info MQ Partner Directory Menu Home True Wealth™ TW Process & Stages Alignment with 6-Step FP Process Tools & Materials “Fundamentals” Training Partner Agreement Information First Step™ Decision Making Framework Conversations about Life & Money Integrating MQ & First Step How FS Works TPC + MQ Alliance Partner Agreement Information Learning School of True Wealth™ Event Calendar MQ Store Community Blog Media Mentions Photos & Videos Gallery About Philosophy & Mission MQ Team Advisory Board MQ Research At , we teach financial professionals how to bring science to the art of relationship. Our research-driven model creates a replicable client experience, predictable results, and raving fans. The result is successful financial planning engagements that transform lives. We invite you consider the proven results of our 30-year body of work… What if the highly engaged client meetings that currently comprise your best days naturally evolve into the experience you enjoy EVERY day? What if you could walk beside your clients as a coach, removing the pressure of parent/child accountability? What if you created an environment where your clients fully mature in matters of money, and truly own their financial and life goals? Finally, you can shift the focus of client meetings from market performance and compensation to helping your clients achieve True Wealth. EQ + IQ = MQ focuses on both the subjective and objective factors that either enhance or hinder financial satisfaction and quality of life. According to our underlying philosophy, an individual’s “real” financial well-being (MQ) is comprised of two essential components: emotional intelligence (EQ) and financial knowledge (IQ). Therefore, rather than using net worth as a snapshot of financial status, we take a more holistic approach to measuring financial health and maximizing quality of life. With this goal in mind, we created the MQ True Wealth Process™ for nurturing purposeful and highly engaged client relationships. In addition, we support your implementation success by providing: Research-based discovery and goal-setting tools Proven practice management resources Individualized consultations Ongoing continuing education opportunities Access to a supportive community of like-minded professionals Why + How + What WHY: We believe a values-based, life-centered approach to financial planning engages individuals and empowers them to maximize their resources and live meaningful and purposeful lives. HOW: Based on a solid foundation of education and research, we facilitate the exploration and implementation of a holistic process for delivering client-centered financial planning services and advice. WHAT: To achieve this goal, we develop tools and training for financial professionals who truly want to make a difference in the lives of their clients. Our MQ True Wealth Process™ will help you get to the heart of your client's values and priorities, establish meaningful financial and life goals, and create an effective and inspiring decision-making framework. In addition, this practical process will differentiate your practice, nurture long-term client relationships, and guide productive and mutually satisfying financial planning meetings. Our practical process and life-centered materials will help you get to the heart of your clients' values and priorities, and create a framework to align your financial advice with their life goals. Request Information From the Blog Curiosity: The Magic Ingredient 03/31/2021 Tim Maurer hit the nail on the head in his recent Forbes.com article, “Curiosity: The Most Important Trait for Financial Advisors.” I first met Tim in 2009 when—as the recipient of the Ken Gillaspie Legacy Fund scholarship—he participated in our “Fundamentals of True Wealth™ training course. We have kept in touch over the years and […] Read more » Tending Your Practice 02/24/2021 “Growth from the inside out” is a cornerstone value at . To us, is more than a workplace; it is a platform for exploring each team member’s potential, and a supportive environment for pursuing growth and balance in all areas in life. In addition, we believe that it is only through placing […] Read more » View more from the blog → Upcoming Events 7 Apr MQ Open Forum: The Envision Stage More details » 4 May MQ Invited Guest: Rick Kahler More details » 13 May MQ Open Forum: The Enlighten Stage More details » 20 May Introduction to More details » 22 May Using More Beautiful Questions to Unlock Breakthrough Changes for Your Clients and Yourself More details » View the full calendar → Blog Events Request Information MQ Partner Directory Contact 1045 NE Oneonta Street Portland, OR 97211 360.697.4561 (phone) 888.842.8435 (fax) info@moneyquotient.com Follow Subscribe to MQ Blog Receive email notifications when new blog posts are published. First & Last Name* Email* 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 at info@moneyquotient.com ©2020 Advisor Login Username or Email Password Remember me Submit Forgotten password?...