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, clients, and team experience – your practice as seen through the eyes of others. The evolution of who is responsible for separate core functions and increasing standardization of processes and reporting is key. Shelley and Mike will share a method to facilitate team alignment and empowerment, refine the directions of the company, and lay the foundation to create efficient, targeted implementation for you and your business owner clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Shelley Lightfoot, CEPA, SCI Executive Director and Mike Armstrong, Director of First Impressions