MQ In Action – Melinda Davis, CFP®, CRPC®

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 mode, discussing examples of MQ tools 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.

About our Guest Veteran

Melinda Davis, CFP®, CRPC® is the founder of Davis Wealth Advisors, where she is also a Wealth Advisor. She has been a financial advisor since 2005, following a bad experience with an advisor of her own. She enjoys the fee-only wealth management experience, and her ability to act as a true fiduciary for her clients.




This webinar is open to EVERYONE!

  • FREE to MQ Partners
  • $25.00 fee for Others