Once practical, repeatable processes are established, financial planners can always work to improve their active listening, facilitation, and communication skills to enhance the effectiveness of their client experience. Join us as we review frameworks to effectively navigate your True Wealth™ Planning conversations and discuss the communication skills you have learned, adopted, and proven to be helpful in your client relationships.
The 2021 MQ Gathering will continue the 2020 MQ Retreat theme, “Year Two and Beyond: Reimagining the Purpose and Potential of Your Client Relationships.”
Join us as veteran guests share all of the highlights from the 2021 MQ Gathering!
The very act of giving makes us happier. As advisors, you have the great privilege of helping your clients discover how best to meet their philanthropic goals, deepening their connection with money and directing it with soulful purpose. Join us and hear from our community about how they’re walking clients through generosity planning.
We’re excited to share with you some of the latest developments from Money Quotient that will change the MQ Partner experience in 2022.
Money Quotient welcomes Veteran MQ Partners Peggy Kessinger and Tim Kober to share how they are implementing and utilizing the Money Quotient materials.
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
Join us for a 3-day Fundamentals of True Wealth™ Planning training event, live in Portland, OR!
Join us for a 5-day Fundamentals of True Wealth™ Planning virtual training event!
