May MQ Partner Open Forum

This webinar is open to EVERYONE!

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

We are wrapping up our series on the 5-E Process this month by considering the final E – Empower!  A panel of MQ Veteran Partners will be joining us to share how they are helping their clients stay motivated and engaged over the years.

Our panel will include Lexi Olian from the Humphreys group, Kim Rosenberg from Rosenbaum Financial, and Thom Allison from Allison Spielman Advisors. They will discuss how they have used discussion groups, learning labs, and the MQ tools to support their clients and help guide them through change and live their best lives.

About the Webinar

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.