Money Quotient
@MoneyQuotient
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We teach financial professionals how to bring science to the art of relationship.
Portland, OR
Joined May 2012
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
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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
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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
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We’ve got a full calendar of meaningful events ahead. We’d love to see you at one - or many - of these!
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We’ve got a full calendar of meaningful events ahead. We’d love to see you at one—or many—of these!
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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!
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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)
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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)
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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!
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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
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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
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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
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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
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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
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Money Quotient trains financial professionals how to use the True Wealth Planning process. The process goes through five stages.
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Money Quotient trains financial professionals how to use the True Wealth Planning process. The process includes four inquiry categories.
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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
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Check out our Financial Behavior Specialist @_derekhagen_ 's story!
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.
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It was a lot of fun hanging out with @lady__bost and @MJNewfield!
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It was a lot of fun hanging out with @lady__bost and @MJNewfield!
We all crave freedom, but what happens when the weight of responsibility comes with it? 🤔 In Ep10,” @_derekhagen_ joins us to explore the challenges of making life-changing decisions when the fear of choosing the wrong path can be overwhelming. Tune in to the latest
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