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IMC GA: Mastermind Event: The Collaborative AdvisoryTeam
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1/18/2019
When: Friday, January 18th
11:30 - 1:30 PM
Where: Heritage Sandy Springs
United States
Contact: Rob Johnson


Online registration is closed.
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We are all focused on helping our business owner clients grow and improve their businesses. How much more could we do for our clients by working truly collaboratively with their other advisors? This is a mindset that will also help you grow your practice!

 

Who Should Attend:

  • Management, Marketing, Human Capital, Financial Consultants
  • Attorneys, CPAs, Financial Advisors and Other professionals.

Panel:

  • Real case studies
  • Interactive discussion!

Learnings:

  • How to start a collaborative partnership.
  • Different forms and formats of building that strategic partnership and broader ecosystem.
  • How the advisory team can work better together.
  • How to talk to your clients about the benefits of an active advisory team.