May “MQ Partner Open Forum” webinar – Effective Time Management in Client Meetings

This webinar is open to EVERYONE!

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

About the Webinar

One of the most frequently asked questions that we get from advisors is how to effectively manage time during client meetings. How does the advisor honor the discovery process and give the client all the time and attention they need while being practical about time? It can be done! Michelle Maton, CFP®, from The Planning Center, will share what has worked for her in her process. Amy Mullen, CFP®, will give the MQ best practices on time management in client meetings.

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.