Year Two and Beyond: Implementing Life Planning Throughout Your Client Relationship

In the first year of your relationship with a new client, you’ve worked hard to establish trust, discover their goals and motivations, and start them on a path to financial security and satisfaction. But the job is hardly over!

In this webinar, MQ President Amy Mullen, CFP® will explain how to conduct more productive annual meetings with a stronger focus on financial planning, the importance of revisiting qualitative topic areas on a regular basis, and how to create sequences to MQ Tools and Resources to allow for deeper exploration into specific planning topic areas.