Description

Collaboration – often talked about, seldom done well, and mostly boring. Join Joe and Steve in an interactive dialogue as they review how to change the client/advisor conversation; reinforce yourself as a consultant instead of just another sales person; and bring various parties together focusing on clients’ priorities. Increase the probability of a client engagement through financial/legal strategies as well as choosing from client advising, engagement, or partnering practice models.

(Purchase of this product will include a PDF copy of the presentation.)

Presented by Joe Strazzeri, Esq. and Stephen Mancini, Esq.

Click play to watch a short video about ‘Changing the Dialogue’