MQ In Action

About our Guest Veterans

Jennifer Luzzatto, CFA, CFP®

From the Summit Financial Partners website:
Jennifer began her career in the financial services industry more than 30 years ago as a fixed-income trader in a regional brokerage firm. This background paved the way for her to join a commercial bank where she managed personal trust accounts, institutional portfolios, and a municipal bond mutual fund. In 1999, Jennifer founded Summit Financial Partners, a fee-only financial planning and investment advisory firm located in Richmond, Virginia, her home for over 35 years.

 

Michael Sigmon, CFP®

From the Summit Financial Partners website:
[Mike has] a decade of industry experience. His guidance allowed advisors to help their clients with things like retirement solutions, investment portfolios, meeting future goals, such as college savings plans, Social Security selection options, and managing ever-increasing health care expenses.

 

To learn more about Summit Financial Partners, click here.

About the Webinar

The “MQ in Action” series provides the opportunity to hear how other financial planners are utilizing the Money Quotient materials. Each session features Veteran Money Quotient Partners sharing their unique expertise and approach to using the MQ materials. The session concludes with an open forum for questions.

Topics our Veteran will cover include:
  • An overview of their implementation process, using MQ tools with prospects and existing clients.
  • An in-depth look at their client engagement model after years of experience, showing each MQ tool being used.
  • Their observations about changes they made to more effectively engage clients and integrate the MQ materials.
  • Their approach for recognizing and managing client push-back and how they adapted to this resistance.
  • Their recommendations for making the most effective use of the MQ materials.

 

This webinar is open to EVERYONE!

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