MQ In Action
This webinar is open to EVERYONE!
- FREE to MQ Partners
- $25.00 fee for everyone else
About the Webinar
The “MQ in Action” series provides the opportunity to hear how other financial planners are utilizing the Money Quotient materials. Each session features Veteran Money Quotient Partners sharing their unique expertise and approach to using the MQ materials. The session concludes with an open forum for questions.
- An overview of their 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
Paul shares his own story:
Why Am I a Financial Planner?
I established my own firm because I value the independence and the freedom to do what is best for you and without any conflict of interests. I truly care about you and I am passionate about guiding you towards the life you want for yourself and your family.
I started my career in Corporate Finance where I worked for over 15 years. I became interested in Financial Planning in 2003 right after my son was born. My wife and I were searching for someone to help us develop and implement our financial plan. What we found instead were primarily financial sales people. Not knowing where to turn to, I decided to learn about financial planning on my own. I took classes at Golden Gate University where I eventually received a Graduate Certificate in Financial Planning.
Surprisingly, I discovered a new career where I could truly help everyday working people who have very real concerns about how to protect their family, buy a home, save for retirement and fund their children’s college education.
In 2012, after successfully passing the CFP® exam and the State Registered Investment Advisor exam, I established my own independent financial planning practice.
I have a Master’s of Science degree in Business Administration with an emphasis in Accounting and a Bachelor’s Degree in Psychology. I also have a Graduate Certificate in Financial Planning, and hold a Series 65 Registered Investment Advisor License.
Family & Personal Life
I live in the Terra Linda area of San Rafael, California with my wife and teenage son. In my spare time I enjoy gathering with family and friends, going on family vacations, watching movies, reading, and running. I’ve run a number of full marathons, and my wife and I enjoy training and running half marathons together.