Event: "MQ in Action" with MQ Veteran Licensees - Lauren Grove, CFP®, and Yusuf Abugideiri, CFP®
Date: Thursday, March 16, 2017
Time: 11:00AM-2:00PM PST / 2:00PM-3:00PM EST
ABOUT THE WEBINAR
The "MQ in Action" series provides the opportunity to hear how other financial planners are utilizing the Money Quotient materials. Sessions are presented by Veteran Money Quotient Licensees. In this MQ in Action webinar, Yusuf and Lauren, planners at the firm Yeske Buie, will describe the processes they used to integrate the MQ tools and materials into their practice and share their unique experiences and expertise. Sessions conclude with an open forum for questions.
Topics Lauren and Yusuf will cover include:
* An overview of their initial implementation process, using MQ tools with prospects and existing clients.
* An in-depth look at their client engagement model after years of experience, showing each MQ tool being used.
* Their observations about changes they made to more effectively engage clients and integrate the MQ materials.
* Their approach for recognizing and managing client push-back and how they adapted to this resistance.
* Their recommendations for making the most effective use of the MQ materials.
FREE to MQ Licensees! Register HERE!
$50 for all Non Licensees. Register HERE!Back to calendar