MQ In Action

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.

Topics our Veteran will cover include:
  • 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.

About our Guest Veteran

Lev Mandel joined Protected Investor of America in 2016 and has been an MQ Partner since 2018.

To learn more, visit  From his biography:

Since joining Protected Investors of America, Lev’s advisory practice has focused on retirement planning, custom portfolio strategies, social security and pension analysis, employee stock options, and college funding.  He especially appreciates working collaboratively with clients and is energized by helping them improve the relationship they have with their money.





This webinar is open to EVERYONE!

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