Best Practices for Virtual Meetings
About the Webinar
James Hindes of More Signal Planning will share strategies for getting the most out of online virtual meetings when face-to-face appointments in an office aren’t possible. Learn how to optimize your online presentation, work with clients with varying degrees of technological savvy, and modify methods of completing MQ Tools beyond pen-and-paper.
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.
About our Guest Veteran
James Hindes provides fee-only, comprehensive financial planning and investment management services centered around his clients’ lives, values, intentions and priorities. He emphasizes that client relationships are not a “one time thing”, and uses ongoing education and coaching designed to build and fine-tune ever-changing emotionally intelligent plans.
To learn more about James, click here.
To learn more about More Signal Planning, click here.
This webinar is open to EVERYONE!
- FREE to MQ Partners
- $25.00 fee for others