New MQ Tools for Business Owners

For MQ Partners Only

Having clarity about what is most important and developing a decision making framework is not only helpful for individual clients in visualizing their ideal lives, but it can also be very helpful for business owners when visualizing how to grow or evolve their ideal businesses.

MQ Partners are invited to join MQ Vice President Amy Mullen, CFP® on Thursday, March 27 at 11:00 am PT/2:00 pm ET for a demonstration and discussion of “New MQ Tools for Business Owners.”

During this hour-long webinar, Amy will unveil new MQ tools & resources that were specifically designed to use with clients who own their own businesses. She will provide an overview of a new client meeting template showing MQ’s recommended sequence for the tools that aligns with the five stages of the MQ True Wealth™ Process and covers each of the four inquiry categories.

You will also hear from our guest MQ Veteran Partners from AVID Advisory & Investment Group (avidplanning.com), who have been testing out the new tools and are excited to share their experiences and insights.

A lively Q&A will follow, so be prepared to ask questions!