MQ Open Forum: The Envision Stage
About the Webinar
This webinar is the third of a 5-part series in which we will focus on the specifics of each stage of the True Wealth Process™, and how to conduct each stage in the most effective and efficient way possible. In the Envision Stage, you will “assist your clients in developing a vision of the future that will inspire enthusiasm and lay the foundation for meaningful life and financial goals.”
Money Quotient President Amy Mullen, CFP® will share the MQ Tips & Strategies on how to conduct an effective and efficient Envision Stage with your clients.
Many MQ Partners have shared that they find tremendous value from interacting with and learning from others in the MQ Community. Group discussions and social time during our events are always filled with rich conversations that lead to new, applicable ideas for improving and enhancing client relationships.
With our recent move to Zoom, we are now able to provide more opportunities for our MQ Community to come together, share, and discuss important topics. Thus, we are adopting a new format for our monthly MQ Open Forum webinars!
Each session will focus on a particular topic related to the practical and/or emotional aspects of our clients relationships and processes. We will begin with a brief introduction to the topic, in addition to a few thoughts from MQ’s perspective. Discussion questions will be provided to help you get the most out of small break-out groups, which will allow you to discuss the topic and share your thoughts, questions, and experiences with others.
Be sure to take advantage of these valuable opportunities to interact with like-minded peers and gain new insights and ideas for your practice!
This webinar is open to EVERYONE!
- FREE to MQ Partners
- $25.00 fee for others