Events

View mode: Past events »
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. 

Read more »

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!

Read more »

Event Types