MQ Fundamentals of True Wealth Planning

The purpose of the MQ Fundamentals of True Wealth™ Planning training course is to provide participants with a thorough overview of Money Quotient’s unique model of life-centered financial planning. This training introduces the philosophical foundation and academic theories that have shaped the development of our tools and training. In addition, we provide invaluable hands-on experience with the full suite of MQ materials and facilitate important discussions regarding implementation and related practice management issues.

A key objective of this training is to expand the participants’ knowledge of the MQ materials and to provide an understanding of how these tools can support a unique and purposeful client meeting process.

Learning Objectives:
Define “life planning” and its inextricable link to the 7-step financial planning process.

Outline essential principles that comprise the True Wealth™ Planning process.

Learn the practical and emotional factors that either enhance or hinder life satisfaction and financial well-being.

Define the roles and skills of a financial life planning approach and determine the boundaries for an ethical practice.

Learn how to strengthen communication skills and build trusting, meaningful, long-lasting client relationships.

Learn how to multiply the effectiveness of any client discovery process.

Experience methods for aligning financial advice with the unique set of values, priorities, and circumstances of each financial planning client.

Learn ways to empower clients to take action and increase their commitment to the financial plan’s success.