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Money Quotient

Money Quotient

software
Michael Kitces

1 creator use or recommend it

moneyquotient.org ↗
1 recommend
Last discussed Mar 19, 2026

A company that provides tools and training to help financial advisors explore clients' money scripts and history of money experiences.

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What creators say

Michael Kitces
recommends

"I shout out for Money Quotient who has some good tools and training on this."

Communicating The Value Of Financial Planning That Client... · ▶ 10:23 · Mar 19, 2026
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