"MQ Licensee Open Forum" Webinar
Facilitators: Amy N. Mullen & Kelly Wilkerson
Guest Facilitator: MQ Veteran Licensee, Marty Kurtz, CFP®
Date: Thursday, October 20, 2016
Time: 10:30AM-11:30AM PDT / 1:30PM-2:30PM EDT
This webinar is open to MQ Licensees only (Financial Life Planning Tools & Purpose-Based Planning™ Tools)
ABOUT THE WEBINAR
Are you curious about how the new DOL Fiduciary Rule aligns with your Financial Life Planning Practice? How to educate your clients about what it all means and how it protects them? And, how to use the MQ tools and resources to demonstrate your Fiduciary duty? Let's hear what the MQ Community has to say!
In this very special "MQ Licensee Open Forum" we will begin the discussions amongst our MQ Community about the new DOL Fiduciary Rule and how to design your Financial Life Planning process to fulfill your Fiduciary duty. We also plan to continue and deepen these discussions as part of a session on a similar topic during our MQ Retreat in early November.
Enjoy this opportunity to 1) get a sneak peek at one of our MQ Retreat topics, 2) tap into the depth of wisdom and breadth of experience within our MQ Community, and 3) contribute to the conversation by sharing your experiences, questions, and opinions.
Next, we want to hear from YOU! We encourage you to ask questions, toss around ideas, and share your experiences. We are open to any and all discussion topics, but here are some ideas:
•What are best practices for introducing the FLP process to new and existing clients?
•How can I create workshops using the MQ tools?
•What challenges have other advisors experienced when using the tools with couples?
•How do I involve my staff members in learning about the MQ process so they are best equipped to assist our clients?
•How do I communicate the value of the FLP process to potential clients?
•How are other advisors integrating MQ materials into ongoing meetings with established clients?
If you would like to make sure that a particular topic receives special attention during the session, please feel free to email Amy or Kelly prior to the webinar.
This FREE webinar is open to MQ Licensees only (Financial Life Planning Tools & Purpose-Based Planning™ Tools)