Work with others to create the right result for your client

LINK: Working In Collaboration

Working successfully with other professional advisors takes more than a good intention, it takes a process – and we have it for you.

What will you master in this program?

  1. How to prepare yourself for collaboration
  2. How to conduct the initial client conversation
  3. Helping the client invite other advisors to the planning table
  4. How to have a successful initial meeting with other advisors
  5. Successfully hosting the Strategy Session
  6. How to host the Client Recommendation Meeting
  7. The step-by-step 4 Phase Model for collaborative planning

LINK was specifically designed and developed for the needs of NAEPC members, and is provided at a special price that no other group will receive.

Are you ready to successfully work in collaboration?