MQ Open Forum Webinar – Unique Ways of Using MQ Tools

About the Webinar

Most of our MQ Partners enjoy using the True Wealth™ Process to walk their clients through a holistic financial plan. Our library of tools and resources is so much deeper!

During this MQ Open Forum, we will discuss the unique ways you’re using some of those resources. How are you using the article library, workbooks, and transitions generator in your client service and marketing efforts? We also welcome ideas and resource sharing beyond MQ. Have you come across any software or technology that you love using in your client meetings? As always, we’ll share the MQ Perspective and perhaps uncover a few ideas you haven’t thought of yet.

Our MQ Open Forum webinars bring 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 guests