If you’ve been hesitant to implement certain MQ Tools because you weren’t sure when or how they would be useful or appropriate, our updated MQ Tool Guides can help you!
Each MQ Tool Guide now includes the following sections:
- Tool Specifics: The tool’s stage of process, inquiry category, and depth of conversations are explained.
- Why Use This Tool: Discover the purpose of the tool and how it enhances the financial planning process.
- How To Use the Tool: Scripts for introducing the tools, additional questions to facilitate conversations, and the relevant information to listen for are laid out in this section.
- What Else to Know: Learn about the psychological aspect of the tool’s use, as well as other tips for its successful use.
These guides are available to MQ Partners upon logging into their accounts on moneyquotient.com!