PUTTING MONEY IN THE CONTEXT OF LIFE™
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Money Quotient's "Fundamentals of Financial Life Planning" training is returning to Portland, Oregon! This intensive 3-day course covers both the philosophical foundation and the practical application of the Money Quotient model of Financial Life Planning. Gain hands on experience while learning how to integrate and custom-fit the Money Quotient tools and processes to enhance your practice and strengthen your client relationships. Learn More! Download the Info Packet!.
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Don't miss this great opportunity to increase your Financial Life Planning skills, knowledge, and confidence! Here's what other advisors are saying...
"The M.Q. system helps the advisor bring their unique abilities and talents into play with the best of discovery tools to provide a truly enhanced financial planning experience. Both advisor and client will appreciate the end results." - Marty Kurtz, CFP�, AIFA | The Planning Center | Moline, IL
"The M.Q. process is a powerful, time-tested, and easy to execute methodology that will take your financial practice to the next level."
- Rick Kahler, M.S., CFP� | Kahler Financial Group | Rapid City, SD
"Money Quotient tools enable us to ask the right questions, allowing us to know our clients better and faster. Becoming part of the M.Q. Community will jump start your Financial Life Planning practice. You will learn what you need to know to help your clients live the lives they really want." - Michelle Maton, CFP�, EA, ATA | Aequus Wealth Management | Chicago, IL"By using the M.Q. Tools, we are telling our clients how important THEY are to us and that knowing who they are and what they care about is of paramount importance."
- Michael Kay, CFP�, CPA | Financial Focus, LLC | Livingston, NJ
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