During our second "M.Q. Licensee Open Forum," the session will begin with M.Q. Vice President, Amy Mullen, providing h
elpful, detailed tips for effectively managing your time when meeting with clients and using the Money Quotient materials
. 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 M.Q. tools?
- What challenges have other advisors experienced when using the tools with couples?
- How do I involve my staff members in learning about the M.Q. 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 M.Q. 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 Katrina prior to the webinar.
