January “MQ Partner Open Forum” webinar – The Explore Stage

This webinar is open to EVERYONE!

  • FREE to MQ Partners
  • $25.00 fee for everyone else

About the Webinar

This webinar is the first of a 5-part series where we focus on the specifics of each stage of the True Wealth Process™ (formerly known as the 5-E Process) and how to conduct each stage in the most effective and efficient way possible. Amy Mullen, CFP®, VP of MQ, will share the MQ Tips & Strategies on how to conduct an effective and efficient Explore Stage with your clients. Wayne Lippert, CFP® from one of MQ’s VIP firms, Truepoint Wealth Counsel, LLC will be sharing how he navigates the Explore stage in his practice as our guest MQ Veteran!

Are you curious about how other advisors are using the MQ materials? Ever wish you could ask another Partner about their fee structure? Want to bounce an idea off your like-minded colleagues?

Our “MQ Partner Open Forum” webinar series allows you to do all of this and more! These sessions offer an opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community. In addition, members of the MQ Team are on hand to provide feedback and offer guidance.

Each webinar begins with a brief presentation featuring a helpful tip, strategy, or resource, as well as thoughts on the topic from a fellow Partner. The remainder of the session is open for discussion on any topic, and is shaped by your interests, questions, and experiences.

About our Guest Veteran

Wayne Lippert, CFP® primarily serves as a wealth advisor with a focus on serving clients in an advisor capacity at Truepoint Wealth Counsel.

Wayne holds a bachelor’s degree from Albion College and an MBA in finance from the Kogod School of Business at the American University in Washington, D.C. He is a CERTIFIED FINANCIAL PLANNER™  professional. Prior to entering the investment field, Wayne spent four years as a legislative assistant to then-U.S. Representative Rob Portman.

Outside of work, Wayne is Chairman of the Hamilton County Hospital Commission and a member of the Board of Trustees of the Summit Country Day School, where he serves on the Retirement Plan and Business Affairs Committee. Wayne is also a former member of Cincinnati City Council. He and his wife, Chris, have three children (Lily, Holland and Trey) and two dogs.