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.Meet the Presenter