MQ Open Forum – Business Structures

About the Webinar

What structures provide the most flexibility when integrating life planning conversations? How do different business structures influence how clients perceive where the value lies in your offering?

In this Open Forum webinar, we will discuss business structures in the financial planning industry, and share what we’ve learned from our 20 years of working with advisors across the world. We also look forward to hearing from you regarding your own experiences!

MQ Partners find tremendous value from interacting with and learning from their peers in the MQ Community. Group discussions and social time during our events are always filled with rich conversations that lead to new, applicable ideas for improving and enhancing client relationships.

Our Open Forum webinars bring these collaborative discussions to the virtual meeting space. Each session will focus on a particular topic and highlight the pertinent practical/emotional aspects of client relationships and processes. The format for each Open Forum will be similar:

  • 10-15 minutes: We will begin with a brief introduction to the topic and share the MQ Perspective. 
  • 30-35 minutes: We’ll provide a handful of questions before moving into small group breakouts, allowing you to discuss the topic, learning with and from others. 
  • 5-10 minutes: We’ll reconvene as a large group to share the key takeaways.
Be sure to take advantage of these valuable opportunities to interact with like-minded peers and gain new insights and ideas for your practice.


This webinar is open to EVERYONE!

  • FREE to MQ Partners
  • $25.00 fee for others