Events

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2May
2024

Webinar

Creating a Collaborative Client Experience

A collaborative client experience creates an autonomous supportive environment for the client that will increase their engagement with the financial planning process and their commitment to reaching their goal and implementing the appropriate financial strategies.  In addition, inviting the client to play a significant role in identifying and establishing relevant information and decisions not only deeply personalized the financial planning process but can also better ensure you are living up to your fiduciary duty. Join MQ President Amy Mullen, CFP® as she explains how MQ’s True Wealth Planning™ process can enhance collaboration and strengthen your client relationships.

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21May
2024

Webinar

Overcoming the Paradox of Choice

This webinar is an MQ Research & Education™ hosted event

As explained in The Paradox of Choice: Why More is Less, the more choices we are given, the less likely we are to make a decision. This phenomena is frequently demonstrated in financial planning relationships as well. Join Thom Allison, CFP® for a discussion of how this paradox of choice tends to affect people, and learn tips for recognizing when clients are stuck and need help moving past indecision.

1.0 CFP CE accepted by the CFP Board. 

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23May
2024

Advanced Course

Workshop: Developing Your Value Proposition

Developing a clear and compelling value proposition offers many benefits, including differentiating your firm from others, motivating your clients to take action, and helping clients to visualize working with you. In this half-day virtual workshop, MQ Partners will explore ways to increase engagement, commitment, and build trust with unknown prospects and long-term clients via the use clear and specific language.

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11Jun
2024

Webinar

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!

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28Oct
2024

MQ Retreat

2024 MQ Gathering

Save the Date!! We will see you in Brentwood, TN (just 10 miles from downtown Nashville). Additional information coming soon!

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