We are living in a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and hoe you can become a “referable” resource to others. Your practice is like no other and should be unique to you.
March 5, 2020 – Are You Referable?; Presented by Shelley Lightfoot, CEPA