In part three of a five-part series, we take an in-depth look at the Envision Stage of the True Wealth™ Process.
MQ Open Forum: The Explore Stage
How do you establish early relationships with prospective clients? Join us as we take a deep dive in to the True Wealth™ Process, starting with the Explore Stage.
MQ Open Forum: The Heart of Meaningful (and Lasting) Goal-Setting
Despite the benefits, some clients are reluctant to set goals. As a partner, guide, and educator, you can help your client adopt a fresh perspective on goal-setting and align their financial goals with their values and priorities. Join us as we provide an overview of the tools and resources available in the “goals” category and share tips and strategies for best practices.
MQ Open Forum: Understanding Life Transitions
Change is the only constant, so it’s no wonder life’s transitions are at the heart of most financial planning work. In this MQ Open Forum, we’ll share a few tips and strategies for guiding your clients’ through successful life transitions and helping them understand the benefits of proactive and collaborative planning for transitions throughout their life journey.
MQ Open Forum: Visualizing Generosity: A Goal-Setting Journey for Existing Clients
Join us as we discuss ways to utilize the suite of goal-setting tools to visualize a life of generosity and identify goals for gifting one’s time, energy, or money that aligns with that individual’s core values.
MQ Open Forum: Walking Clients Through Professional Transition
Whether you’re working with young professionals, seasoned executives, or entrepreneurial business owners, the opportunities to help your clients proactively plan their career paths are abundant. In this MQ Open Forum, we’ll talk about ways to support your client as they transition from one professional identity to another.
MQ Open Forum: Year Two and Beyond
You’ve gotten to know your client and are beginning to understand their goals and priorities. Now what? Be prepared to discuss how to navigate your client relationships in “YearTwo and Beyond.”
MQ Partner Open Forum: 20/20 Vision
Join us for this very interactive MQ Open Forum webinar as we discuss what went right, what went wrong, the lessons we learned, the habits we let go of, and the changes we’ve embraced over the past 12 months.
MQ Partner Open Forum: MQ Retreat Highlights
Join us as we recap the highlights of the 2020 MQ Retreat with guests Mindy Davis, William Pitney, and James Hindes!
MQ Partner Open Forum: Values-Based Financial Planning Policies
Elissa Buie, CFP® and David Yeske, CFP® join us for this timely webinar to discuss their strategies for implementing values-based “policies” with their clients in advance of potential difficulties.
MQU Alumni “Office Hour” Session with Marco Vangelisti
This webinar is an MQ Research & Education™ hosted event.
Instructor Marco Vangelisti has announced a networking event for alumni of his MQU course “Towards Aware and Values-Centered Investing” on Thursday, November 9, 2023 at 3:00pm PT / 6:00 pm ET, featuring special guest Vivienne Hsu, founder and CEO of LENDonate.
MQU Presents: “Values-Based Investing” with Marco Vangelisti and Johnny Roland
MQU instructor Marco Vangelisti and MQ Partner (and course alumni) Johnny Roland will discuss “values-based investing,” which aligns financial plans and strategies with personal values.
November “MQ Partner Open Forum” webinar – Relive the MQ Gathering!
We will be hitting all of the highlights from the MQ Gathering!
October “MQ Partner Open Forum” webinar – “If I Knew Then What I Know Now: MQ Veterans Reflect on Their Journey”
A panel of veteran members of our community will be sharing things they have learned along their MQ journey!
Open Office Hours – Learning From Our Worst Client Experiences
Difficult clients. Unexpected plot twists. Nightmare scenarios. At some point, all financial advisors have found themselves knee-deep and sinking in an uncomfortable mess. We invite you to bring your most difficult client stories, brainstorm potential solutions with other MQ Partners, and learn how to identify and introduce MQ Tools and Resources that will help you regain your footing and find a path forward!
Open Office Hours with Amy Mullen
Do you have a question about how or when to use an MQ Tool? Do you have a tricky client question that you haven’t solved yet? Have you had an experience for which you’d like to hear an expert opinion? Join us for a general discussion led by MQ President Amy Mullen!