Events

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.