April “MQ Partner Open Forum” webinar – Overcoming Challenges Planners Face at Every Stage in Their Careers

This webinar is open to EVERYONE!

  • FREE to MQ Partners
  • $25.00 fee for everyone else

About the Webinar

All Financial Planners face obstacles in their practices, but those in the early years of their careers are particularly challenged. In this webinar, we will discuss some of these challenges, such as how young planners can build their businesses while remaining connected to their true values, and how the MQ tools might help gain the trust of older clients and add value to the client meeting process. We will also discuss how older planners can communicate with millennials. 
Our guest presenters, Nestor Vargas, CFP®, and Neal Van Zutphen, CFP®, MS, will offer their unique perspectives regarding how they have overcome challenges at various stages of their careers. Join us and perhaps share your own perspectives with other attendees as well!

Are you curious about how other advisors are using the MQ materials? Ever wish you could ask another Partner about their fee structure? Want to bounce an idea off your like-minded colleagues?

Our “MQ Partner Open Forum” webinar series allows you to do all of this and more! These sessions offer an opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community. In addition, members of the MQ Team are on hand to provide feedback and offer guidance.

Each webinar begins with a brief presentation featuring a helpful tip, strategy, or resource, as well as thoughts on the topic from a fellow Partner. The remainder of the session is open for discussion on any topic, and is shaped by your interests, questions, and experiences.