Introduction to Money Quotient

Financial Wealth Funds Life Wealth

Procrastination Isn’t the Problem: What Advisors Need to Know About Ambivalence

A 4-Step Framework to Help Clients Live Meaningful Financial Lives

Is It a Thing… or an Experience? The Spending Question Advisors Should Ask

Experiences vs. Stuff: What Clients Really Get From Spending Money

Money Well Spent? Understand the 3 Hidden Phases of Every Purchase

Why “Conflicting Values” Are Just a Clarity Problem

Don’t Let Clients Put All Their Values in One Basket

How to Help Clients Combat Negativity Bias (Without Sounding Woo-Woo)

What Is a Money Story—and Why It’s Running Your Client’s Life

3 Listening Skills Every Advisor Should Master (It’s Not What You Think)

Are You Climbing the Right Ladder? Life Planning and Core Values Explained

2025-10-14 Introduction to the First Step Cash Management System

Financial Psychology: Why Clients Make “Irrational” Financial Decisions

How to Use Behavioral Finance Without Making Clients Feel Dumb

More Than Money: The 3 Levels of Psychology Every Advisor Should Know

The Growth Mindset Trap: You’re Not Just Born This Way

2025-08-28 Introduction to Money Quotient

EQ + IQ = MQ: The Formula for Financial Advisors Who Want to Make a Real Impact

The EQ Advantage: Why Emotional Intelligence Matters More Than Ever

Why Clients Don’t Follow Good Advice — And What To Do About It

Why EQ Comes Before IQ in Financial Advice

Don’t Skip This Skill: Emotional Intelligence for Advisors

Your Advice Is a Commodity. Here’s What Clients Really Want

Are You Using AI as a Crutch? A Warning for Financial Advisors

AI Can Talk, But It Can’t Listen: Why EQ Still Matters

Stop Asking Clients “Why” — Try This Listening Technique Instead

2025-06-17 Introduction to Money Quotient

Good Listening = Curiosity + Restraint: A Simple Formula for Advisors | Money Quotient

Introduction to Money Quotient

Helping Client Ask the Right Questions | Money Quotient

The Power of Listening in Financial Life Planning | Money Quotient

Helping Clients Understand Themselves By Understanding Their Past | Money Quotient

Facing Life's Challenges | Money Quotient

Help Clients 80/20 Their Lives

Introduction to the First Step Cash Management System

MQU: "Towards Aware and Values-Centered Investing" - Marco's First 6 Minutes

On the Circuit (Podcast), with Amy Mullen, CFP

Becoming an MQ Partner - Step 4: Implementation Program

Becoming an MQ Partner - Step 1: Getting Acquainted

Why Advisors Love MQ

EQ Skills Workshop: Improving Active Listening & Facilitation of MQ Tools

2022 MQ Retreat - Paul and Marty

2022 MQ Retreat - Paul and Ingrid

2022 MQ Retreat - Timi Joy Jorgensen

2022-08-04 The Value of Trees

Education Archive Tour (April 2022)

MQRE on Money Life interview

MQ Gathering: What is the Gathering?

An Introduction to "Towards Aware and Values-Centered Investing"

2017 MQ Gathering

MQ Gathering: Conversation