Five Critical Best Practices for Collaboration
Expertise offered by S. Mark Alton, Todd A. Fithian, David W. Holaday, Melissa Mitchell-Blitch
About the program:
What is the difference between a group of professionals who work together and a high-performance, multi-disciplinary team? Join this complimentary webinar, co-hosted with Trusts & Estates and WealthManagement.com, as we explore the National Association of Estate Planners & Councils model for collaboration, as articulated in a recently released white paper, "High Performance Teaming and Professional Collaboration", and the 5 critical best practices our speakers have observed in teams who collaborate most effectively.
Areas of discussion will include:
• The initial client collaboration conversation
• The client's request for other advisors
• The advisor-to-advisor introduction meetings
• The advisors' strategy session
• The client recommendation meeting
REGISTER HERE for the individual program. Complimentary!
To register for the 2016 series, please click HERE.
To learn more about the NAEPC Monthly Webinar Series and to see both past & upcoming programs, CLICK HERE.
Continuing education credit will be available at each webinar for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.