MQ Partner Open Forum – Integrating MQ Into Your CRM System

This webinar is open to:  MQ Partners ONLY!

During our December MQ Partner Open Forum webinar, we will veer off our more typical qualitative path to examine a question that is common in the MQ Community: how can I integrate Money Quotient materials and processes into my customer relationship management (CRM) system? While there is no definitive answer, we’re confident our MQ Community at large has plenty of great ideas! 
Liliya Jones, Director of Operations at Modernist Financial, will be our guest presenter and will share details about how they have integrated MQ into a commonly used system called Redtail.  
We will also encourage discussion among others in the MQ community to hear how others are using Redtail or other CRM systems. This will be your opportunity to share ideas, ask questions, and hear others experiences, so come prepared to participate in the discussion.


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.

The MQ Team will verify your partnership before we process your registration.  Once that has happened, you will receive a confirmation and link from My Webinar.