The Power of Multiple Perspectives – Better &

Better Together

EXIT PLANNING INSTITUTE WEBINAR

The Power of Multiple Perspectives - Better & Better Together


Watch the Tour de France and it appears that hundreds of individual cyclers are racing for the same prize. In fact, each rider is part of an eight-to-ten member team participating in the race supported by dozens of other nutritionists, therapists, coaches, mechanics, and others supporting a shared goal.

Value acceleration and transition planning is no different, requiring a multi-disciplinary team to tackle the various issues and nuances of a business. Working with clients can appear the same when one person is in the lead role. The real power, however, is in the diversity of perspectives, skills, and expertise coming together to support the business owner.

Collaborative teams are critical to success in the work we do with our clients. This session will focus on the importance of teams inside your practice and when serving the needs of the business owners.

Joe Slatter and Julie Keyes will provide insight and examples about how teams have brought value to their client engagements and how teams can accelerate results.

Learning Objectives:

  • Understand how to expand your perspective beyond your area of expertise
  • Learn how multiple sets of “eyes” helps you see better
  • Learn how teams grow faster individually and collectively
  • Understand why having a team can sharpen and shore up your skills

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About the Presenters


Joe Slatter, CEPA

Joe Slatter, CEPA

Senior Advisor, RFN Advisory Group

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Julie Keyes, CEPA

Julie Keyes, CEPA

Owner, KeyeStrategies

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