Trust Starts with Emotional Intelligence — Not Just Good Advice
Money Quotient
Trust Starts with Emotional Intelligence — Not Just Good Advice
0:49
It’s 2025: Advice Is a Commodity. Here’s How Advisors Add Value
Money Quotient
It’s 2025: Advice Is a Commodity. Here’s How Advisors Add Value
1:32
Why EQ Comes Before IQ in Financial Advice
Money Quotient
Why EQ Comes Before IQ in Financial Advice
5:51
Work Where You Thrive. Align Work With Your Energy.
Money Quotient
Work Where You Thrive. Align Work With Your Energy.
0:47
Don’t Skip This Skill: Emotional Intelligence for Advisors
Money Quotient
Don’t Skip This Skill: Emotional Intelligence for Advisors
10:08
Why Perfect AI Advice Still Fails
Money Quotient
Why Perfect AI Advice Still Fails
0:30
How to Increase Your Odds of Finding Your People
Money Quotient
How to Increase Your Odds of Finding Your People
1:33
Your Advice Is a Commodity. Here’s What Clients Really Want
Money Quotient
Your Advice Is a Commodity. Here’s What Clients Really Want
6:05
Why Awe Might Be the Most Underrated Financial Planning Tool
Money Quotient
Why Awe Might Be the Most Underrated Financial Planning Tool
0:46
Every Step Gets You to the Wrong Place Faster
Money Quotient
Every Step Gets You to the Wrong Place Faster
2:02
Are You Using AI as a Crutch? A Warning for Financial Advisors
Money Quotient
Are You Using AI as a Crutch? A Warning for Financial Advisors
5:27
What Makes Advice Stick in the Age of AI? EQ Comes First.
Money Quotient
What Makes Advice Stick in the Age of AI? EQ Comes First.
1:25
Don’t Let AI Atrophy Your Emotional Intelligence
Money Quotient
Don’t Let AI Atrophy Your Emotional Intelligence
1:25
AI Only Understands 7% of the Conversation
Money Quotient
AI Only Understands 7% of the Conversation
1:44
The Hourglass You Can’t See
Money Quotient
The Hourglass You Can’t See
1:18
AI Can Talk, But It Can’t Listen: Why EQ Still Matters
Money Quotient
AI Can Talk, But It Can’t Listen: Why EQ Still Matters
5:30
Don’t Ask Why — Try This Instead
Money Quotient
Don’t Ask Why — Try This Instead
1:11
What I Regret at 85 (And What I Wish I’d Known Sooner)
Money Quotient
What I Regret at 85 (And What I Wish I’d Known Sooner)
1:23
How to Get to the ‘Why’ Without Asking Why
Money Quotient
How to Get to the ‘Why’ Without Asking Why
1:16
Why AI Can’t Handle Frustrated Conversations
Money Quotient
Why AI Can’t Handle Frustrated Conversations
1:09
Stop Asking Clients “Why” — Try This Listening Technique Instead
Money Quotient
Stop Asking Clients “Why” — Try This Listening Technique Instead
7:12
How to Make Clients Feel Understood — Tip of the Iceberg Technique #moneyquotient
Money Quotient
How to Make Clients Feel Understood — Tip of the Iceberg Technique #moneyquotient
1:41
AI Is Perfect. That’s the Problem. #AuthenticityMatters
Money Quotient
AI Is Perfect. That’s the Problem. #AuthenticityMatters
1:33
Why Clients Want Imperfection #MoneyQuotient
Money Quotient
Why Clients Want Imperfection #MoneyQuotient
1:33
How to Be a Better Listener: Go Below the Waterline #reflectivelistening
Money Quotient
How to Be a Better Listener: Go Below the Waterline #reflectivelistening
1:11
Stop Hiding Behind Learning: Smart Procrastination Explained #procrastination
Money Quotient
Stop Hiding Behind Learning: Smart Procrastination Explained #procrastination
1:33
6 Reasons to Join the True Wealth Planning Training in Minneapolis #moneyquotient
Money Quotient
6 Reasons to Join the True Wealth Planning Training in Minneapolis #moneyquotient
1:25
Looking for Your #FinancialLifePlanning Tribe?
Money Quotient
Looking for Your #FinancialLifePlanning Tribe?
1:26
Stop Waiting to Be “Ready”: The Truth About Learning Soft Skills
Money Quotient
Stop Waiting to Be “Ready”: The Truth About Learning Soft Skills
1:31
Stop Looking Back. Start Planning Ahead With Clients
Money Quotient
Stop Looking Back. Start Planning Ahead With Clients
1:03
Early Bird Ending Soon: Join Me in Minneapolis for True Wealth Planning
Money Quotient
Early Bird Ending Soon: Join Me in Minneapolis for True Wealth Planning
0:43
How to Stay Grounded When Client Conversations Drift
Money Quotient
How to Stay Grounded When Client Conversations Drift
2:02
2025-06-17 Introduction to Money Quotient
Money Quotient
2025-06-17 Introduction to Money Quotient
1:08:26
Why Facilitation Is Like Long-Distance Biking (Trust the Process)
Money Quotient
Why Facilitation Is Like Long-Distance Biking (Trust the Process)
2:14
How Learning Really Works: Plateaus, Leaps, and Ukulele Epiphanies
Money Quotient
How Learning Really Works: Plateaus, Leaps, and Ukulele Epiphanies
2:09
Why Learning Feels Flat… Until It Doesn’t
Money Quotient
Why Learning Feels Flat… Until It Doesn’t
1:13
Financial Planning = Trade-Offs (Even in Your Yard)
Money Quotient
Financial Planning = Trade-Offs (Even in Your Yard)
1:30
Why the MQ Gathering Is Not Your Average Financial Conference (September in Minneapolis)
Money Quotient
Why the MQ Gathering Is Not Your Average Financial Conference (September in Minneapolis)
1:29
No Mistakes, Just Next Steps: Bob Ross, Miles Davis, and Financial Planning
Money Quotient
No Mistakes, Just Next Steps: Bob Ross, Miles Davis, and Financial Planning
2:13
When Things Go Wrong in Client Meetings: Improv, Acceptance, and Moving Forward
Money Quotient
When Things Go Wrong in Client Meetings: Improv, Acceptance, and Moving Forward
2:00
What Mowing the Lawn Teaches Us About Client Autonomy
Money Quotient
What Mowing the Lawn Teaches Us About Client Autonomy
1:25
How to Give Advice Without Triggering Resistance: The PEPE Framework
Money Quotient
How to Give Advice Without Triggering Resistance: The PEPE Framework
1:48
Helping Clients See What They Really Want
Money Quotient
Helping Clients See What They Really Want
2:24
Improvisation in Planning Starts with Structure
Money Quotient
Improvisation in Planning Starts with Structure
2:02
Good Listening = Curiosity + Restraint: A Simple Formula for Advisors | Money Quotient
Money Quotient
Good Listening = Curiosity + Restraint: A Simple Formula for Advisors | Money Quotient
3:38
Introduction to Money Quotient
Money Quotient
Introduction to Money Quotient
1:05:55
Fresh Snow, Fresh Starts!
Money Quotient
Fresh Snow, Fresh Starts!
1:26
Lessons From Failing CFA Exams
Money Quotient
Lessons From Failing CFA Exams
1:35
Connecting the Dots: Lessons From Steve Jobs
Money Quotient
Connecting the Dots: Lessons From Steve Jobs
1:12
Helping Client Ask the Right Questions | Money Quotient
Money Quotient
Helping Client Ask the Right Questions | Money Quotient
5:49
The Power of Listening in Financial Life Planning | Money Quotient
Money Quotient
The Power of Listening in Financial Life Planning | Money Quotient
5:44
Helping Clients Understand Themselves By Understanding Their Past | Money Quotient
Money Quotient
Helping Clients Understand Themselves By Understanding Their Past | Money Quotient
6:21
Facing Life's Challenges | Money Quotient
Money Quotient
Facing Life's Challenges | Money Quotient
5:37
Help Clients 80/20 Their Lives
Money Quotient
Help Clients 80/20 Their Lives
1:19
Introduction to the First Step Cash Management System
Money Quotient
Introduction to the First Step Cash Management System
48:07
MQU: "Towards Aware and Values-Centered Investing" - Marco's First 6 Minutes
Money Quotient
MQU: "Towards Aware and Values-Centered Investing" - Marco's First 6 Minutes
6:29
On the Circuit (Podcast), with Amy Mullen, CFP
Money Quotient
On the Circuit (Podcast), with Amy Mullen, CFP
29:27
Becoming an MQ Partner - Step 4: Implementation Program
Money Quotient
Becoming an MQ Partner - Step 4: Implementation Program
4:18
Becoming an MQ Partner - Step 1: Getting Acquainted
Money Quotient
Becoming an MQ Partner - Step 1: Getting Acquainted
1:53
Why Advisors Love MQ
Money Quotient
Why Advisors Love MQ
3:10
EQ Skills Workshop: Improving Active Listening & Facilitation of MQ Tools
Money Quotient
EQ Skills Workshop: Improving Active Listening & Facilitation of MQ Tools
1:34
2022 MQ Retreat - Paul and Marty
Money Quotient
2022 MQ Retreat - Paul and Marty
6:55
2022 MQ Retreat - Paul and Ingrid
Money Quotient
2022 MQ Retreat - Paul and Ingrid
4:12
2022 MQ Retreat - Timi Joy Jorgensen
Money Quotient
2022 MQ Retreat - Timi Joy Jorgensen
1:33
2022-08-04 The Value of Trees
Money Quotient
2022-08-04 The Value of Trees
3:05
Education Archive Tour (April 2022)
Money Quotient
Education Archive Tour (April 2022)
2:37
MQRE on Money Life interview
Money Quotient
MQRE on Money Life interview
8:28
MQ Gathering: What is the Gathering?
Money Quotient
MQ Gathering: What is the Gathering?
1:56
An Introduction to "Towards Aware and Values-Centered Investing"
Money Quotient
An Introduction to "Towards Aware and Values-Centered Investing"
5:07
2017 MQ Gathering
Money Quotient
2017 MQ Gathering
4:25
MQ Gathering: Conversation
Money Quotient
MQ Gathering: Conversation
4:01