Open Office Hours – Learning From Our Worst Client Experiences

About the Webinar

In your role as a financial planner, you will inevitably encounter difficult and demanding clients, unexpected (and sometimes devastating) changes in client circumstances, and nightmare scenarios that nobody could have foreseen. The good news is that you’re not alone, successfully rescuing your clients (and client relationships!) is possible. 

We invite you to bring your most difficult client stories to share with other members of the MQ Community, and to brainstorm potential solutions with other MQ Partners. 

Additionally, MQ President Amy Mullen, CFP will help you to identify and introduce MQ Tools and Resources that will help you regain your footing and find a path forward through even the most treacherous client terrain!