Events

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26Oct
2021

Webinar

MQ Open Forum Webinar – Communication Skills

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.

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18Nov
2021

Webinar

MQ Open Forum: Generosity Planning

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.

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