MQ Community Discussion: Dealing With Uncertainty / Guiding Your Clients Through Current World Events

The last twelve months exemplify the word “uncertain.” We’ve experienced a global pandemic, powerful social justice movements, and devastating political unrest. How are you walking your clients through their worry about these events? What MQ tools are you using to help them uncover a different lens through which to view the world?

In this MQ Community Discussion, we’ll hear from you about what’s working and learn from each other. We’ll also share ideas to help you and your clients build emotional resilience.

What is an MQ Community Discussion?

We learn better together. Our community of MQ Partners has a diverse wealth of knowledge, and we’ve heard from many of you that discussing experiences, ideas, and best practices with other advisors is valuable. We’ve enjoyed some of this during our Open Forums, where attendees have shared:

“As an advisor that is new to Money Quotient, I can learn from other advisors who have more practice using the tools than I have.” – Michael Mustian CFP®, CKA®, WiseWay Advisors LLC

“The interactive nature of the webinars has proven to be a wonderful change. The MQ community is a wonderful asset and I love the chance to interact with it more frequently!” – Josh Ackerman CFP®, Context Financial

To expand these opportunities, we’re opening MQ Community Discussions. These meetings will focus on a timely topic or issue coming up in many of your client meetings. It might be how clients are handling the stress of a global pandemic, or how social justice movements have them reassessing their investment portfolio and its reflection of their values; or, the anxiety they may feel due to political unrest. (In 2020, it might have been all three!)

If you’ve attended our Gathering, the format of the World Cafe will be familiar to you. We’ll set the stage with a few comments at the open, then move into breakouts to cover one question at a time. After we’ve discussed 2 or 3 questions, we’ll come back together as a large group and share our harvest. We’ll also give our input on what MQ tools may help facilitate your clients’ conversation around a particular topic.

This webinar is open to EVERYONE!
  • FREE to MQ Partners
  • $25.00 fee for everyone else