Events

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23Apr
2024

Training

Workshop: EQ Skills and Competencies for Enhancing Client Engagement

A fully engaged client is more likely to commit to the financial planning process and implement recommended financial strategies. In this half-day virtual workshop, MQ Partners will explore best practices in communication to engage the client’s heart and mind throughout the discovery process.

This course will be limited to 24 attendees, and participants will earn up to 4.0 CFP CE, pending acceptance from the CFP Board.

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23May
2024

Training

Workshop: Developing Your Value Proposition

Developing a clear and compelling value proposition offers many benefits, including differentiating your firm from others, motivating your clients to take action, and helping clients to visualize working with you. In this half-day virtual workshop, MQ Partners will explore ways to increase engagement, commitment, and build trust with unknown prospects and long-term clients via the use clear and specific language.

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