May “MQ Partner Open Forum” webinar – The Empower Stage

This webinar is open to EVERYONE!

  • FREE to MQ Partners
  • $25.00 fee for others

About the Webinar

In the final session of our five-part series on MQ’s True Wealth™ (5-E™) process, we welcome Michelle Maton, CFP©. Michelle will discuss the strategies she uses to keep her clients engaged, motivated, and on the path to achieving their financial goals.  In addition, Amy Mullen, CFP®, VP of MQ, will share her MQ Tips & Strategies for conducting an effective & efficient Empower Stage with your clients.

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.

About our Guest Veteran

Michelle Maton, CFP© is a Sr. Financial Planner with The Planning Center.

Michelle feels that her most important responsibility as a partner is to help her clients achieve their financial goals. She and her team work hard to ensure that their services do not add another layer of complexity to the process she employs with her clients. She feels that “no website or app can ever replace the nuanced, personalized services” that direct client interaction can provide.