Money Quotient’s Life Transitions Workbook Generator is a powerful tool that allows MQ Partners to create custom materials to suit individual clients’ needs.
These workbooks provide a list of questions that you will find helpful when beginning a conversation with your clients regarding transitions in their work, family, legacy, and financial lives.
Additionally, each workbook contains a list of potential financial implications and client-facing resources pertaining to each specific transition.
Gold and Platinum MQ Partners can access these tools by clicking on “Materials by Category” after logging into the MQ website, then selecting “Life Transitions Workbook Generator.” For a demonstration, watch our 90-second walkthrough on how to use the tool.
Each of the 50+ available worksheets is also available individually in the “Materials by Category” section by selecting “Life Transition Worksheets.”