MQ Open Forum: The Enlighten Stage
About the Webinar
You’ve established and strengthened your client relationships, engaged their hearts and minds, and inspired them to design meaningful visions for the future. Now it’s time to deliver the financial recommendations to your clients. Given that advice can have adverse psychological responses, you know how critical it is to be effective in this stage of the process to maintain engagement and attain buy-in and commitment to the plan.
Join MQ president, Amy N Mullen, CFP® and veteran MQ Partners Brenna Baucum, CFP® and Jeanna Fifer, CFP®, CPWA® for a discussion of the Enlighten Stage, and ways to most effectively present your financial plan and advice while at the same time demonstrate your fiduciary duty. In addition to a review of the psychological aspects at play during this stage the process, Brenna and Jeanna will share details of their practical process, perspectives, and experiences.
About our guests:
Brenna Baucum, CFP® recently founded Collective Wealth Planning, based in Salem, OR. Also an MQ Consultant, she has been an MQ Partner since 2020.
Jeanna Fifer, CFP®, CPWA® is a Financial Planner and Partner with Cordis Financial in Minneapolis, MN. She has been an MQ Partner since 2018 and is a current member of the MQ Advisory Board.
Registration Fee
Free and open to MQ Partners!