2025-06-17 Introduction to Money Quotient

Описание: Are you curious about Money Quotient and how the MQ Tools and Materials would work in your practice? Join us for this free “Introduction to Money Quotient” webinar to learn how MQ can help you build solid relationships with your clients and lay the groundwork for helping them reach their financial goals.

This webinar will provide an overview of Money Quotient, our philosophy, and the MQ True Wealth™ Planning model – a multidisciplinary, research-based approach to delivering financial planning services to individuals and families. Each phase of this dynamic process – Explore, Engage, Envision, Enlighten, and Empower – plays an indispensable role in facilitating positive change in clients’ personal and financial lives. An introduction to the academic theories and research that have shaped the MQ True Wealth™ Planning model will allow for insight into how advisors implement the tools and resources into their client meetings.

01:30 | MQ's Roots

04:10 | MQ's Mission

07:10| A Multidisciplinary Approach

08:55 | Educational Opportunities

17:10 | EQ + IQ = MQ

23:05 | Financial Life Planning Continuum

24:45 | Research Report: Communication Issues in Life Planning
Satisfaction and Values
Biography
Transitions
Goals

36:25 | MQ's True Wealth™ Process

40:50 | MQ Differentiators

52:45 |The Path to an MQ Partnership

1:00:00 | Q&A
Volume Of and Comfort With MQ Tools and Materials