February “MQ Partner Open Forum” webinar – Serving the Underserved: Practical Ways to Make it Work in Your Practice

This webinar is open to EVERYONE!

  • FREE to MQ Partners
  • $25.00 fee for everyone else

About the Webinar

Aries Jimenez and Mark Mazur from San Francisco Wealth Management will be sharing their strategy for making sure that everyone gets the help from a Financial Life Planner that they need. We will cover what got Aries and Mark interested in serving the underserved, what they are currently doing to fill this need, and what they hope to do in the future. Amy Mullen, CFP®, will also be sharing the MQ tips and strategies.

Are you curious about how other advisors are using the MQ materials? Ever wish you could ask another Partner about their fee structure? Want to bounce an idea off your like-minded colleagues?

Our “MQ Partner Open Forum” webinar series allows you to do all of this and more! These sessions offer an opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community. In addition, members of the MQ Team are on hand to provide feedback and offer guidance.

Each webinar begins with a brief presentation featuring a helpful tip, strategy, or resource, as well as thoughts on the topic from a fellow Partner. The remainder of the session is open for discussion on any topic, and is shaped by your interests, questions, and experiences.