September “MQ Partner Open Forum” webinar

This webinar is open to EVERYONE!

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

A common question that comes up in our “Fundamentals of Financial Life Planning” trainings is how do advisors introduce the MQ tools to existing clients.  So we are devoting the September Open Forum webinar to discussing ways to make this transition as seamless as possible for client and advisor.  William Pitney, CFP®, from Focus YOU, LLC, and MQ Vice President Amy Mullen, CFP® will be leading the discussion.

About the Webinar

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.