Creating a Collaborative Client Experience

About the Webinar

Creating a collaborative client experience is essential for client engagement and commitment to the financial plan. It assists you in understanding your clients’ needs, customizes and personalizes the advisor/client relationship, encourages the exchange of feedback, and makes it easier to address and resolve potential problems.

Join MQ President Amy Mullen, CFP® as she illustrates:

  • The importance of establishing an advisor’s role as a partner, guide, and educator
  • Creating an autonomous supportive environment that builds motivation and encourages commitment
  • Methods of increasing client self-efficacy
  • Deep client engagement throughout your process to lead to higher levels of follow-through
  • Relieve an advisor’s pressure to “read a client’s mind” or have all the answers

Additionally, Amy will share tips and tricks throughout the True Wealth Planning™ process that will improve collaboration and strengthen client relationships.

Registration Fee

This webinar is free and open to MQ Partners only.