MQ Partner Open Forum – Shaping The Path

“MQ Partner Open Forum” Webinar

Facilitators: Amy N. Mullen & Kelly Wilkerson

Guest Facilitator: MQ Veteran Partner, Thom Allison, CFP®

Panelists:  MQ Veteran Partners, Emilie Goldman, CFA, CFP®, and Johnny Roland, EA, CFP®

In the last session of our three-part series regarding the metaphor of the elephant, the rider, and the path (a feature in Chip and Dan Heath’s book “Switch: How To Change When Change Is Hard”), we will focus our discussion on the obstacles that advisors face when helping their clients to navigate obstacles along life’s journey and to stay on “the path” to their clients’ goals. A panel of MQ Veteran Partners will share their experiences, the lessons they have learned, and how the MQ tools and process have assisted them in challenging situations.

If you missed the first two parts of the series, you can still participate in the final session. The information shared will be equally as valuable; however, if you are interested in receiving recordings of the previous two sessions, please contact Kelly ( and she will be happy to provide them to you.

As a reminder, the topics discussed in the first two sessions included:

Session 1 – Direct the Rider: A panel of MQ Veteran Partners discussed the obstacles the analytical part of the brain (the “rider”) faces when trying to fully integrate a financial life planning process into their client meetings and ways they discovered to overcome those obstacles.

Session 2 – A new panel of MQ Veteran Partners discussed the obstacles that the emotional brain (the “elephant”) faces, in terms of both their own personal experiences and in their observations of others in the MQ community. Tips and strategies were provided for overcoming these obstacles.

This webinar is open to MQ Partner only (Financial Life Planning Tools, Purpose-Based Planning™ Tools, & First Step Cash Management™)

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 be able 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 the opportunity to tap into the depth of wisdom and breadth of experience within our MQ Community. In addition, members of the 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 shaped by your interests, questions, and experiences.

Next, we want to hear from YOU! We encourage you to ask questions, toss around ideas, and share your experiences. We are open to any and all discussion topics, but here are some ideas:

  • What are best practices for introducing the FLP process to new and existing clients?
  • How can I create workshops using the MQ tools?
  • What challenges have other advisors experienced when using the tools with couples?
  • How do I involve my staff members in learning about the MQ process so they are best equipped to assist our clients?
  • How do I communicate the value of the FLP process to potential clients?
  • How are other advisors integrating MQ materials into ongoing meetings with established clients?

If you would like to make sure that a particular topic receives special attention during the session, please feel free to email Amy or Kelly prior to the webinar.

This FREE webinar is open to MQ Partners only (Financial Life Planning Tools, Purpose-Based Planning™ Tools, & First Step Cash Management™)