Using teamwork, communication, and proven processes to help bring our clients clarity, confidence, and peace of mind that their personal and business planning objectives are secure.
- Learn how to ‘set the stage’ to successfully form a collaborative advisory team.
- Learn how to more effectively communicate among advisors to work together to integrate our client’s personal and business planning objectives.
- Learn how to utilize value gap analysis and EPI’s proven methodology to seamlessly integrate clients personal and business planning objectives.
Meet the Presenters:
Thank you to our sponsors:
Sponsored by CLA, Cornerstone Business Services, Inc, Epiphany Law, Journey Consulting, Remley Sensenbrenner, Sagemark Consulting, and Wipfli LLP
This meeting will be held at The Marq.
Address: 3177 French Rd De Pere, WI 54115