February “MQ Partner Open Forum” webinar – Engage Stage

This webinar is open to EVERYONE!

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

About the Webinar

For part 2 of our 5-part series, we are focused on the Engage stage with MQ Veteran Partner, Michael F. Kay, CFP®. He will discuss how to guide clients through the biography tools and the exploration of their perspective, preferences, and values. In addition, Amy Mullen, CFP®, VP of MQ, shares the MQ Tips & Strategies for conducting an effective & efficient Engage Stage with your clients.

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.

About our Guest Veteran

Michael F. Kay, CFP® is a financial life planner, teacher and author. Through his books, workshops, speeches and client base, he’s helped thousands of women, men and families master their financial lives.

He’s written two books: The Feel Rich Project and The Business of Life. He and his financial advice have been featured in The New York Times, The Wall Street Journal, Fox Business, Forbes and Psychology Today–and he shares his 140-character pithy observations @MichaelFKay and @FinLifeFocus. He’s also President of Financial Life Focus, a fee-only multi-advisor financial life planning firm.