Events

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11Jun
2024

Webinar

Open Office Hours – Learning From Our Worst Client Experiences

Difficult clients. Unexpected plot twists. Nightmare scenarios. At some point, all financial advisors have found themselves knee-deep and sinking in an uncomfortable mess. We invite you to bring your most difficult client stories, brainstorm potential solutions with other MQ Partners, and learn how to identify and introduce MQ Tools and Resources that will help you regain your footing and find a path forward!

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27Jun
2024

Webinar

From Resistance to Action: Motivating Clients to Implement Your Advice

This webinar is an MQ Research & Education™ hosted event

Why do your clients pay for your advice, only to actively ignore it? Join Derek Hagen as he uses tools from financial psychology, neuroscience, motivational interviewing, and behavioral finance to explain the stages of change that clients go through, how their brains respond to stress, and how to help them find their own motivation to change!

1.0 CFP CE, pending acceptance by the CFP Board. 

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23Jul
2024

Advanced Course

A Values-Based Approach to Effective Communication with Prospective Clients

Effective communication with a prospect and a well designed “Getting Acquainted Meeting” sets the foundation and trajectory for developing successful and satisfying long-term client relationships. In this workshop, we will discuss the psychological aspects at play in a client/planner relationship during the prospect stage of the process including client and advisor beliefs and biases.  In addition, we will explore how to develop effective communication that connects to the client’s emotional brain, sets clear expectations, and builds motivation to take positive actions in their financial lives.

4 CE accepted by the CFP Board

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30Jul
2024

Webinar

Motivational Interviewing in Financial Planning

This webinar is an MQ Research & Education™ hosted event

Motivational Interviewing is a communication style that helps strengthen clients’ motivation for and commitment to change. It explores your clients’ own reasons for change in a collaborative way that puts their interests first. Join Derek Hagen as he explains how this powerful skill can be used in your financial planning practice!

1.0 CFP CE, pending acceptance by the CFP Board. 

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28Oct
2024

MQ Retreat

2024 MQ Gathering

Save the Date!! We will see you in Brentwood, TN (just 10 miles from downtown Nashville). Additional information coming soon!

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