MQ In Action – Dillon Cobb, CPA, CFP®

This webinar is open to EVERYONE!

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 to be discussed include (but are not limited to):
  • An overview of their implementation process, using MQ tools with prospects and existing clients.
  • An in-depth look at their client engagement model after years of experience, showing each MQ tool 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 Dillon

From LinkedIn:

I have been trained as a CPA and Certified Financial Planner, but life has molded me into a financial advisor for those navigating major life changes: divorce, loss of a loved one, or retirement.

My objective is to simplify. We talk more about life than money. Most of the boring, technical stuff is done for you so you can focus on the important moments in life.

Learn more about Dillon and Simply Human Advisors.

This webinar is free and open to EVERYONE!