Description

We all have processes in our practice (whether documented or not) to engage our favorite client and get the work done.  However, at what step in your process do you stop and determine if you are going to do the work yourself or if you need to call your favorite collaborative partner(s)?  What things should you consider about your firm that may be limiting continued growth and expansion – and can those obstacles be overcome with your in-house talent and resources? Does partnering have the potential to get you farther, faster, or is it more risk than reward?  If you were to partner with outside resources, what do you stand to lose or gain?  In this session, Joe and Shelley will share a way to assess your practice and determine whether partnering with fellow advisors offers a solution to these quandaries – and if so, how do you develop the “Fork in the Road” in your process to do so?

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Joe Strazzeri, Esq., CEPA and Shelley Lightfoot, CEPA