MQ Partner Open Forum: MQ Retreat Highlights

About the Webinar






We will recap the highlights and discussions of this year’s Virtual MQ Retreat. Guest MQ Partners Mindy Davis, CFP®, William Pitney, CFP®, and James Hindes will share their experiences and discuss what they learned from our two-day event, which focused on “Year Two and Beyond:  Reimagining the Purpose and Potential of Your Client Relationship.” We are excited to hear their perspectives – join us and share your takeaways as well!

Are you curious about how other advisors are using the MQ materials? Ever wish you could ask another Partner about their fee structure? Want to bounce an idea off your like-minded colleagues?

Our “MQ Partner Open Forum” webinar series allows you to do all of this and more! These sessions offer an opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community. In addition, members of the MQ Team are on hand to provide feedback and offer guidance.

Each webinar begins with a brief presentation featuring a helpful tip, strategy, or resource, as well as thoughts on the topic from a fellow Partner. The remainder of the session is open for discussion on any topic, and is shaped by your interests, questions, and experiences.


This webinar is open to EVERYONE!

  • FREE to MQ Partners
  • $25.00 fee for everyone else