Earlier this month, MQ Partner and Implementation Consultant James Hindes joined us for a Money Quotient in Action webinar.
By showing his virtual workspace setup and walking through a sample client, he demonstrated how he incorporates the MQ True Wealth process with portions of the XYPN tech stack (Wealthbox, RightCapital) and other tech solutions (Pulse360).
We thank James for his insight and invite you to learn from his informative presentation: