VIRTUAL – Outcome-Focused Planning; presented by Joe Strazzeri and Shelley Lightfoot

Successful Families and Business Owners often pressure their advisors to get straight to the solution for whatever their ow-ee is.  This urgency mindset tends to cause us, as the trusted advisor, to feel like we need to jump to asset-centric strategies, products, and/or transactions.   Starting with urgency is a band aid: apply, rip, repeat; or even worse, forget to take it off – causing the need to redo the work in the future.  It’s likely the outcome will be less than they hoped for, and the family may not understand why.

Join Joe and Shelley to find out how planning for efficacy, based on verified data and a genuine understanding of the relational motives, will be your differentiator to attracting and engaging HNW clients.  Learn what it takes to build a lasting outcome for your clients as well as maximize future deployment of their material assets.