PROFESSIONAL COLLABORATION: WHEN IT WORK, EVERYONE WINS
Maximizing a client’s exit outcome requires a team approach. Best-in-class advisers practice and strategize on this approach as much for their benefit as for their client’s. When a good team comes together, great things happen and keeps us coming back for more. Attend this Chapter meeting to learn how you can improve upon your collaboration skills and thereby improve the outcomes for all involved. When everyone wins, it perpetuates stronger relationships, happier clients and compounded success.
- How to Assemble a Rockstar Collaborative Team
- Best Practices in Team Communication and Collaboration
- Building a Network that contributes to your Net Worth
- Strategies for Spreading the Word as a Collaborative Professional
About the Presenter:
Learn from industry expert Julie Keyes, CEPA, Founder and President of KeyeStrategies, LLC.
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EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
Meet Julie Keyes, CEPA:
KeyeStrategies is an advisory and public speaking firm, providing exit planning education and consulting to business owners of many sizes and types.
Julie Keyes is a national speaker, teacher and Certified Exit Planner. As a life-long entrepreneur, and faculty member for the Exit Planning Institute, she brings an uncommon set of skills and talent to every speaking and consulting engagement. Her mission with every client or audience is to unpack the mystery of Exit Planning, explain the process and provide a road map for succession. Her speaking engagements bring her across the country delivering her expertise to owner and adviser groups alike.