April “MQ Partner Open Forum” webinar – The Enlighten Stage

This webinar is open to EVERYONE!

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

About the Webinar

In this, the fourth of a five-part series on MQ’s True Wealth™ process, we will discuss the Enlighten Stage with our guest veteran MQ Partners from the AVID Advisory and Investment Group!

The Enlighten Stage focuses on summarizing and clarifying clients’ values, goals, priorities, concerns, and transitions, presenting a draft of the financial plan, and demonstrating how the plan supports the clients’ life visions. You will learn how the AVID team takes the information they’ve learned from and about their clients and align it directly with the financial advice they provide.

In addition, Amy Mullen, CFP®, VP of MQ, shares the MQ Tips & Strategies for conducting an effective & efficient Enlighten Stage with your clients.

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.