MQ Open Forum Webinar – Communication Skills

About the Webinar

MQ tools and resources are beneficial in creating repeatable processes that can help set expectations for both staff and clients, setting the stage for efficiency and capacity. However, once the practical process is established, a financial planner can always work to improve their active listening, facilitation, and communication skills to enhance the effectiveness of their client experience, creating an environment to maximize the client’s insights and awareness.

Join us to review some of the primary communication frameworks that MQ teaches to effectively navigate True Wealth Planning conversations and hear about MQ’s perspective on the types of skills that would be beneficial for financial planners to master. In addition, we want to hear from you! What are the communication skills you have learned, adopted, and proven to be helpful in your client relationships? We are grateful to have the opportunity to learn from our MQ Community’s wealth of knowledge and experience.

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