Strategic Planning for Your Financial Planning Firm

The needs and expectations of financial planning clients have rapidly evolved over the last decade, with enhancements in technology and awareness of more personalized and comprehensive services emerging. To remain relevant and differentiate a firm’s offerings, it is critically important to set time aside each year to reflect, review, and analyze the efficiency and effectiveness of their client experience and internal operations.

Join MQ President Amy Mullen, CFP®, as she shares a structured process for using the MQ Tools and Resources with your internal team members (or for personal reflection) to create an annual strategic planning retreat.  Start each year feeling united with your team by having clarity around your firm’s values, vision, concerns to address, transitions to proactively plan for, annual goals, quarterly objectives, and more!