MQ Open Forum: The Enlighten Stage

About the Webinar

This webinar is the fourth 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 Enlighten Stage, you will “present your financial plan and advice in a way that communicates an understanding of your clients’ concerns, interests, and aspirations while effectively linking financial strategies to their life goals.”

Money Quotient President Amy Mullen, CFP® will share the MQ Tips & Strategies on how to conduct an effective and efficient Enlighten 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!