The MQ “Business Owners” Tools aren’t just helpful for your business-owning clients. You can also use these same tools for your firm’s strategic planning meetings with your team! MQ Partners can find this and other business-related MQ Tools in the Materials Directory under “Common Situations – Ongoing Clients”.
No matter the business need, there is a tool that can help:
- Identify Priorities for the Year: Client Experience & Relationship Survey & Financial Planning Practice Transition Survey
- Identify Core Values of each Team Member: Personal Insights from Your Career Path
- Identify Team Member Satisfaction with each Department : Wheel of my Business
- Discuss the Best Outcome of each Department: Visualize My Ideal Business
- Set specific goals for the Year: Clarify Your Business Goals