New email templates, client agendas, and retirement tools are now available for MQ Partners! These include templates for each stage of the MQ True Wealth™ Process, as well as a Financial Satisfaction Survey and Life Transition Survey specifically for your retired clients. You can access these tools by logging into your MQ Partner account via the MQ website.
Select the Materials by TWP Stages subfolder, then click on:
–> Practice Management Resources – Client Materials
–> Retirement Planning Tools