Events

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19Mar
2024

Webinar

Overcoming the Curse of Knowledge

This webinar is an MQ Research & Education™ hosted event

Join Thom Allison, CFP®  in a discussion of the “curse of knowledge,” its potential negative influence on planner/client relationships, and the techniques and strategies than can help overcome the pitfalls that may result.

1.0 CFP CE accepted by the CFP Board. 

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16Apr
2024

Webinar

Using the Progress Principle to Better Serve Your Clients

This webinar is an MQ Research & Education™ hosted event

In work environments, what sets the best managers above the rest? How can financial advisors apply these concepts about making progress, providing catalysts for progress, and nourishing progress to help clients in their financial lives? Join Thom Allison, CFP® as he discusses The Progress Principle to explain the emotions involved, and how to keep clients positively motivated.

1.0 CFP CE accepted by the CFP Board. 

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2May
2024

Webinar

Creating a Collaborative Client Experience

A collaborative client experience creates an autonomous supportive environment for the client that will increase their engagement with the financial planning process and their commitment to reaching their goal and implementing the appropriate financial strategies.  In addition, inviting the client to play a significant role in identifying and establishing relevant information and decisions not only deeply personalized the financial planning process but can also better ensure you are living up to your fiduciary duty. Join MQ President Amy Mullen, CFP® as she explains how MQ’s True Wealth Planning™ process can enhance collaboration and strengthen your client relationships.

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21May
2024

Webinar

Overcoming the Paradox of Choice

This webinar is an MQ Research & Education™ hosted event

As explained in The Paradox of Choice: Why More is Less, the more choices we are given, the less likely we are to make a decision. This phenomena is frequently demonstrated in financial planning relationships as well. Join Thom Allison, CFP® for a discussion of how this paradox of choice tends to affect people, and learn tips for recognizing when clients are stuck and need help moving past indecision.

1.0 CFP CE accepted by the CFP Board. 

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