Money Quotient

We teach financial professionals how to bring science to the art of relationship.

[Money Quotient @MoneyQuotient]

MQ Partners — you’re invited!

Join us for the 2025 MQ Partner Update
with Amy Mullen, CFP®
Dec 4 | 🕚 11:00 PM PST
Exclusive to MQ Partners

Get a first look at new offerings, strategic updates & what’s next for MQ.

Register now: https://t.co/GtbKRsCesf

[Money Quotient @MoneyQuotient]

Last day for early bird pricing!

Join us in Carlsbad, CA | Dec 10–12 for Fundamentals of True Wealth Planning

✅ 24 CFP CE Hours
✅ 12 IAR Credits (6 Ethics)
✅ 18 AFC CEUs

Lock in your spot: https://t.co/cU2ShPG5dR

[Money Quotient @MoneyQuotient]

Last day for early bird pricing!

Join us in Carlsbad, CA | Dec 10–12 for Fundamentals of True Wealth Planning

✅ 24 CFP CE Hours
✅ 12 IAR Credits (6 Ethics)
✅ 18 AFC CEUs

Lock in your spot: https://t.co/cU2ShPG5dR

[Money Quotient @MoneyQuotient]

We’ve got a full calendar of meaningful events ahead.

We’d love to see you at one - or many - of these!

[Money Quotient @MoneyQuotient]

We’ve got a full calendar of meaningful events ahead.

We’d love to see you at one—or many—of these!

[Money Quotient @MoneyQuotient]

We’ve got a full calendar of meaningful events ahead.

If you’re part of the MQ community (or curious about joining), now’s the perfect time to engage, grow, and connect.

We’d love to see you at one—or many—of these!

[Money Quotient @MoneyQuotient]

This Week's Reads!

Explore the most recent articles from the team at Money Quotient!

Life Planning Weekly: From Recipes to Intuition: Mastering True Wealth Planning (https://t.co/ON4fAx731X)

Meaningful Money: Doing is the First Step to Becoming
(https://t.co/OC5SrDVK9N)

[Money Quotient @MoneyQuotient]

Explore the most recent articles from the team at Money Quotient!

True Wealth Compass (Amy Mullen): The Problems with Empathy (https://t.co/51IPekd0BU)

Life Planning Weekly (Derek Hagen): Taming the Elephant: Helping Clients See the Bigger Picture (https://t.co/8V0Z7uBZxx)

[Money Quotient @MoneyQuotient]

Only a couple of days left to lock in our lowest rate for the 2025 MQ Gathering in Minneapolis!

Sign up today and save $400 off the regular rate.

We hope to see you in Minnesota in September!

[Money Quotient @MoneyQuotient]

Explore the most recent articles from the team at Money Quotient!

Life Planning Weekly (@_derekhagen_): Helping Clients Understand Themselves By Understanding Their Past: https://t.co/FWUSJoDE84

Meaningful Money (@_derekhagen_): Facing Life's Challenges: https://t.co/KH96A4dj50

[Money Quotient @MoneyQuotient]

Last Week's Reads!

Explore the most recent articles from the team at Money Quotient!

Life Planning Weekly (Derek Hagen): Helping People Feel Heard

https://t.co/j5187z4Bz1

Meaningful Money (Derek Hagen): Running Life Experiments

https://t.co/R7k6iU9dNy

[Money Quotient @MoneyQuotient]

Explore the most recent articles from the team at Money Quotient!

Life Planning Weekly (@_derekhagen_): Helping Clients Understand Themselves By Understanding Their Past: https://t.co/FWUSJoDE84

Meaningful Money (@_derekhagen_): Facing Life's Challenges: https://t.co/KH96A4dj50

[Money Quotient @MoneyQuotient]

Explore the most recent articles from the team at Money Quotient!

Life Planning Weekly (@_derekhagen_): Helping Clients Understand Themselves By Understanding Their Past: https://t.co/FWUSJoDE84

Meaningful Money (@_derekhagen_): Facing Life's Challenges: https://t.co/KH96A4dj50

[Derek Hagen @_derekhagen_]

Are you curious about Money Quotient?

Join us for this free webinar to learn how MQ helps financial professionals build solid relationships with clients and lay the groundwork for helping them reach their vision for the future.

https://t.co/mabbsj4Rl7

[Money Quotient @MoneyQuotient]

Money Quotient trains financial professionals how to use the True Wealth Planning process.

The process goes through five stages.

[Money Quotient @MoneyQuotient]

Money Quotient trains financial professionals how to use the True Wealth Planning process.

The process includes four inquiry categories.

[Snarky CFP® @MJNewfield]

First-generation college students face a unique set of challenges—educational, financial, and personal 🎓

In Ep10, @_derekhagen_ opens up about his journey from growing up in a non-college-educated family to forging his own path in finance. His story reminds us that financial literacy and planning aren’t just for the wealthy—they're critical for everyone.

Listen to Derek's inspiring story on Spotify & Apple Podcasts.

🔗 Link in Profile 🔗

[Money Quotient @MoneyQuotient]

Check out our Financial Behavior Specialist @_derekhagen_ 's story!

[Snarky CFP® @MJNewfield]

I am biased, of course - and Derek has an amazing story that is worth watching/listening to.

No doubt, his work @MoneyQuotient will be amazing.

[Money Quotient @MoneyQuotient]

Check out @_derekhagen_ on @lady__bost and @MJNewfield 's new podcast, How Did We Get Here!

[Derek Hagen @_derekhagen_]

It was a lot of fun hanging out with @lady__bost and @MJNewfield!

[Derek Hagen @_derekhagen_]

It was a lot of fun hanging out with @lady__bost and @MJNewfield!