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