September “MQ Partner Open Forum” Webinar – Meeting the Challenges of Being a Solo Practitioner

This webinar is open to EVERYONE!

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

About the Webinar

Alecia Modahl, CFP®, JD, LLM, Tanya Steinhofer, CFP®, CFA, and Stephen Hazel, CFP®, AIF®, ChFC®, RICP®, EA will share the challenges they have experienced, how they have overcome them, and whether to bring on staff or not. We will be discussing how they use technology to manage things on their own, how they got their process down, what kind of crisis planning they have in place, and more. Please join us and share your experience if you are a solo practitioner!

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.