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, CFP®!
Overcoming the Curse of Knowledge
This webinar is an MQ Research & Education™ hosted event
Join Thom Allison, CFP® in a discussion of the “curse of knowledge,” its potential negative influence on planner/client relationships, and the techniques and strategies than can help overcome the pitfalls that may result.
1.0 CFP CE accepted by the CFP Board.
September “MQ Partner Open Forum” Webinar – Meeting the Challenges of Being a Solo Practitioner
Amy will be joined by a panel of solo practitioners to discuss the ups and downs of going it alone.
Strategic Planning for Your Financial Planning Firm
Join MQ President Amy Mullen, CFP® as she explains and demonstrates how MQ Tools and Resources can be used to create a strategic framework for planning with your team!
Using the Progress Principle to Better Serve Your Clients
This webinar is an MQ Research & Education™ hosted event
In work environments, what sets the best managers above the rest? How can financial advisors apply these concepts about making progress, providing catalysts for progress, and nourishing progress to help clients in their financial lives? Join Thom Allison, CFP® as he discusses The Progress Principle to explain the emotions involved, and how to keep clients positively motivated.
1.0 CFP CE accepted by the CFP Board.
Values-Focused Investing
Join MQ Veteran Partners Jacob Newcomer, CFP® and Tanya Steinhofer, CFA, CFP® as they discuss values-focused investing, a strategy that aspires to fulfill a combination of both financial and philanthropic returns.
June MQ Partner Open Forum
Aaron Lieberman, CFP®, founder of Marathon Wealth Management, Inc. will be our guest MQ Veteran Partner.
March “MQ Partner Open Forum” webinar – Helping Staff to Understand and Embrace the FLP Approach
We’re revisiting this popular topic with HPH Solutions in Australia.
March MQ Partner Open Forum
This session will offer the opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community.
May “MQ Partner Open Forum” webinar – Effective Time Management in Client Meetings
Michelle Maton, CFP®, from The Planning Center will be our guest for this important discussion.
May MQ Partner Open Forum
Get three guest veteran MQ Partners for the price of one! We will have a panel discussion on this month’s open forum webinar.
Meet The Author – Bob Mauterstock
MQ Community member, Bob Mauterstock, will be joining us to discuss his newest book, Caring For Your Elderly Parents: Timely Tips For Baby Boomers.
Meet The Author – Danielle Howard, CFP®, QKA®
Danielle Howard, CFP®, QKA® will be discussing her book “Your Financial Revolution: Time to Recognize, Revitalize & Release Your Financial Power.”
Meet The Author – Kathleen Burns Kingsbury
Listen in as Kathleen Burns Kingsbury discusses her new book, “Breaking Money Silence: Help Clients Shatter Money Taboos and Talk More Openly About Finances.” Open to everyone!
MQ Advisory Board Meeting
The MQ Advisory Board will meet for an all day Strategic Planning Session.
MQ Advisory Board Meeting
The MQ Advisory Board will meet for an all day Strategic Planning Session followed by dinner.