Events

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16Apr
2024

Webinar

Using the Progress Principle to Better Serve Your Clients

This webinar is an MQ Research & Education™ hosted event

In work environments, what sets the best managers above the rest? How can financial advisors apply these concepts about making progress, providing catalysts for progress, and nourishing progress to help clients in their financial lives? Join Thom Allison, CFP® as he discusses The Progress Principle to explain the emotions involved, and how to keep clients positively motivated.

1.0 CFP CE accepted by the CFP Board. 

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23Apr
2024

Training

Workshop: EQ Skills and Competencies for Enhancing Client Engagement

A fully engaged client is more likely to commit to the financial planning process and implement recommended financial strategies. In this half-day virtual workshop, MQ Partners will explore best practices in communication to engage the client’s heart and mind throughout the discovery process.

4.0 CFP CE accepted by the CFP Board.

This course will be limited to 24 attendees. 

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2May
2024

Webinar

Creating a Collaborative Client Experience

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.

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21May
2024

Webinar

Overcoming the Paradox of Choice

This webinar is an MQ Research & Education™ hosted event

As explained in The Paradox of Choice: Why More is Less, the more choices we are given, the less likely we are to make a decision. This phenomena is frequently demonstrated in financial planning relationships as well. Join Thom Allison, CFP® for a discussion of how this paradox of choice tends to affect people, and learn tips for recognizing when clients are stuck and need help moving past indecision.

1.0 CFP CE accepted by the CFP Board. 

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23May
2024

Training

Workshop: Developing Your Value Proposition

Developing a clear and compelling value proposition offers many benefits, including differentiating your firm from others, motivating your clients to take action, and helping clients to visualize working with you. In this half-day virtual workshop, MQ Partners will explore ways to increase engagement, commitment, and build trust with unknown prospects and long-term clients via the use clear and specific language.

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28Oct
2024

MQ Retreat

2024 MQ Gathering

Save the Date!! We will see you in Brentwood, TN (just 10 miles from downtown Nashville). Additional information coming soon!

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