The Fundamentals of True Wealth Planning course provides participants with a comprehensive overview of a five-phase model for delivering holistic, life-centered financial planning services:EXPLORE: Develop and strengthen client trust by demonstrating the importance of understanding values and priorities.ENGAGE: Facilitate a discovery process that engages clients' hearts and minds while providing insights into their unique frames of reference.ENVISION: Assist clients in developing an inspiring vision of the future that lays the foundation for meaningful life and financial goals.ENLIGHTEN: Present financial plans and advice in a way that meaningfully connects strategies to clients' values, interests, and aspirations.EMPOWER: Utilize proven strategies for keeping clients engaged, motivated, and on the path toward their life and financial goals.This course introduces participants to the research-based and philosophical foundations behind the True Wealth Planning process. It is designed to enhance financial professionals' ability to integrate life-centered approaches into their practice while upholding the fiduciary standard of always putting the client's interests first.
The Fundamentals of True Wealth Planning course provides participants with a comprehensive overview of a five-phase model for delivering holistic, life-centered financial planning services:EXPLORE: Develop and strengthen client trust by demonstrating the importance of understanding values and priorities.ENGAGE: Facilitate a discovery process that engages clients' hearts and minds while providing insights into their unique frames of reference.ENVISION: Assist clients in developing an inspiring vision of the future that lays the foundation for meaningful life and financial goals.ENLIGHTEN: Present financial plans and advice in a way that meaningfully connects strategies to clients' values, interests, and aspirations.EMPOWER: Utilize proven strategies for keeping clients engaged, motivated, and on the path toward their life and financial goals.This course introduces participants to the research-based and philosophical foundations behind the True Wealth Planning process. It is designed to enhance financial professionals' ability to integrate life-centered approaches into their practice while upholding the fiduciary standard of always putting the client's interests first.
This interactive course explores how Motivational Interviewing (MI) can be used to help clients follow through on financial advice. Advisors will learn how to recognize and work with client ambivalence, reduce resistance, and facilitate more meaningful conversations that support behavior change. The course introduces the core spirit and techniques of MI, such as evoking internal motivation and using autonomy-supportive language and applies them specifically to the challenges of implementing financial recommendations. Participants will engage in structured exercises, case examples, and a live Q&A discussion to reinforce key concepts.
This interactive course examines the ethical foundations of Motivational Interviewing (MI) and its application in financial planning conversations. Through the lens of fiduciary responsibility, participants will explore how the MI spirit (partnership, acceptance, compassion, evocation) supports client autonomy and decision-making. The course addresses the ethical risks of unintentional directive communication and advisor overreach, offering practical strategies for aligning advice with a clients value and readiness. Through self-paced lessons, structured reflection, and a live Q&A session, advisors will learn how ethical communication can lead to deeper trust, greater clarity, and more meaningful outcomes.
The True Wealth Planning Implementation Part 1 course introduces participants to the ethical and professional foundations of Money Quotient's True Wealth' Planning process. Emphasis is placed on building trust, fostering client self-awareness, and gathering qualitative data in alignment with fiduciary principles. Participants will explore the ethical dimensions of discovery, communication, and the advisor-client relationship. The course focuses on the early stages of planning'Explore, Engage, and the beginning of Envision.
True Wealth Planning Implementation Part 2: Practice focuses on the latter half of Money Quotient's True Wealth' Planning process: Envision, Enlighten, and Empower. Participants will learn how to co-create goals with clients, present financial plans that reflect what matters most, and support meaningful client follow-through. Emphasis is placed on the practical application of planning strategies rooted in each client's unique values and vision.This course is designed to fulfill CE requirements for Products and Practice for Investment Adviser Representatives (IARs).
This interactive course explores the psychological, emotional, and behavioral factors that affect whether clients implement financial advice. Drawing from Self-Determination Theory, the Stages of Change model, and adult learning principles, the course equips financial professionals with practical tools to foster motivation, reduce resistance, and promote follow-through. Participants will learn how to structure discovery conversations, respond to client ambivalence, and communicate in ways that enhance autonomy and internal buy-in. Through live discussion, role play, and real-world case work, advisors will build confidence in applying behavioral insight to the planning process.