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. Additionally, we will use Zoom platform features to encourage all participants to share their thoughts and personal experiences with clients and in their practices.

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