How to Build an Effective Multi-Disciplinary Team

$25.00

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

 

Want a discount? Become a member by becoming a Basic or Premium member.

Description

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