The New Generation Of Financial Analytics
Ensure Peak Financial Health with FQ3C™ For Your Clients And Your Team
Revolutionize Success for Real Estate, Investment, Insurance, Lending & Financial Education.
Bridge the gap between financial management, financial planning, and flawless client execution leading to quality financial health. FQ3C™ is perfect for your whole team from new hires to seasoned professionals
The Untapped Potential in Every Financial Objective
The challenge isn't just creating a Financial Needs Analysis (FNA) or identifying a Financial Independence Number (FIN) – it's ensuring clients follow the plan and new advisors perform from day one. How do you bridge the gap between strategy and consistent, predictable outcomes?
Whether you're a real estate broker, investment professional, insurance agent, acquisition lender, or financial educator, your success hinges on both robust plans and consistent human execution.
Too often, new employees and advisors struggle to achieve clear metrics and activity, leading to high turnover and missed opportunities. Brokerages strive for team growth and cohesion, but lack the tools to ensure every member contributes optimally. Even seasoned traders face the emotional biases that hinder performance, and their coaching insights often lack quantifiable behavioral data.
FQ3C™ is designed to provide the missing piece. It's not just about financial management, financial planning, or financial literacy; it's about fundamentally understanding, measuring, and guiding the human behavior toward acquiring financial health that dictates success for both your clients and your team
FQ3C for L&D
For Real Estate Trainers & Brokers
FQ3C™ provides real estate trainers and brokers with the precision to set clear activity metrics for agents, track lead conversion and client emotional readiness, and streamline training programs. Ensure new agents perform well from day one and your entire brokerage achieves consistent growth
For Investment Professionals
For investment professionals, FQ3C™ offers a revolutionary approach to quantifying client emotional risk tolerance™ and managing the impact of fear and greed on portfolios. Gain objective insights into client behavior, ensure adherence to investment plans, and build deeper trust through data-driven guidance
For Insurance Professionals
FQ3C™ empowers insurance professionals to set clear client-centric goals, track policy adherence, and understand the emotional factors influencing coverage decisions. Ensure clients follow through on recommendations and build lasting relationships based on measurable, proactive engagement
For Acquisition Lending Professionals
For acquisition lending, FQ3C™ provides critical tools to assess the human capital health of a target company, directly impacting risk profiling and tolerance analysis. Gain unprecedented clarity on organizational dynamics within the borrower, ensuring smarter, more secure lending decisions
Products That Support You
FQ3C M&A Human Capital Report
FQ3C M&A Human Capital Report
FQ3C M&A Human Capital Report
Our advanced FQ3C™ portals are your essential financial health tool for comprehensive client and advisor management. Seamlessly define and track client financial goals (e.g., FIN adherence), monitor behavioral adherence to financial planning, and gain critical insights into emotional states for all your clients – from real estate buyers t
Our advanced FQ3C™ portals are your essential financial health tool for comprehensive client and advisor management. Seamlessly define and track client financial goals (e.g., FIN adherence), monitor behavioral adherence to financial planning, and gain critical insights into emotional states for all your clients – from real estate buyers to insurance policyholders. For brokerages, our portals track new advisor activity and performance metrics with unparalleled clarity, driving team-centered growth and superb financial management
FQ3C Portals
FQ3C M&A Human Capital Report
FQ3C M&A Human Capital Report
Empower your financial practice with intelligent client and team engagement. Our FQ3C™ Bots (Gabe, Watson, Sky, Leny) guide clients through meticulous financial goal creation, ensuring clarity and thoroughness for their Financial Needs Analysis. Bavat excels at capturing baseline emotional data, helping to quantify client emotional risk t
Empower your financial practice with intelligent client and team engagement. Our FQ3C™ Bots (Gabe, Watson, Sky, Leny) guide clients through meticulous financial goal creation, ensuring clarity and thoroughness for their Financial Needs Analysis. Bavat excels at capturing baseline emotional data, helping to quantify client emotional risk tolerance™ and understand human behavioral stances in trading. Blue continuously tracks progress and behavioral changes, providing real-time insights into client adherence and new advisor activity, crucial for success in high-hiring environments
FQ3C Knowledge & Certification Programs
FQ3C Knowledge & Certification Programs
FQ3C Knowledge & Certification Programs
Elevate your expertise in behavioral finance coaching emotional insights™. Our insightful book, Doomed to Succeed, its accompanying workbook, and audiobook provide the foundational knowledge for implementing FQ3C™ in your practice. Our Certification Programs empower you to master the FQ3C™ framework, enabling you to dissect complex client
Elevate your expertise in behavioral finance coaching emotional insights™. Our insightful book, Doomed to Succeed, its accompanying workbook, and audiobook provide the foundational knowledge for implementing FQ3C™ in your practice. Our Certification Programs empower you to master the FQ3C™ framework, enabling you to dissect complex client behaviors, enhance financial goal clarity, and provide a truly differentiated advisory service, crucial for real estate trainers, financial educators, and coaches alike
FQ3C Coaching & Accountability Programs
FQ3C Knowledge & Certification Programs
FQ3C Knowledge & Certification Programs
Accelerate your practice's growth and client success with personalized support. Connect with our network of FQ3C™ Certified Implementer™ for tailored coaching designed to integrate FQ3C™ seamlessly into your client engagement, sales processes, and team development initiatives. Participate in our hosted Accountability Group Sessions to fos
Accelerate your practice's growth and client success with personalized support. Connect with our network of FQ3C™ Certified Implementer™ for tailored coaching designed to integrate FQ3C™ seamlessly into your client engagement, sales processes, and team development initiatives. Participate in our hosted Accountability Group Sessions to foster consistent financial management client adherence to financial planning goals and ensure new employees/advisors have clear metrics and activity for financial health success in the industry
FQ3C™ for Financial Behavioral Challenges
Ready to Transform Your Financial Practice?
Still have questions and want to know how FQ3C™ can help you with mastering the human element of finance?
Unlock the power of FQ3C™ and elevate your client relationships, team performance, and financial outcomes by speaking with our AI Assistant to learn how FQ3C™ is the future of financial wellness and profitability
Learn about FQ3C through our GPT assistant
Engage with our interactive GPT to learn about FQ3C and how FQ3C can drastically help you, your family, and your business.