In our complex world of wealth, business, and tax planning, no one profession has all the answers. Successfully attracting and helping affluent families in today’s market requires a multi-disciplinary approach. However, developing a successful team is more challenging than it sounds. This presentation will provide an overview of half or full day programs where you will learn the 4 steps to creating an integrated collaborative team: 3 key concepts common to all successful teams, choosing a process, introducing each other, and ways to market together.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Shelley Lightfoot, Executive Director and Barry Waxler, The Founders Group