Problems to Be Solved, Opportunities to Be Seized
One of the most critical aspects to effective planning is figuring out the “destination” before you start giving a client directions. This course outlines how to conduct a retreat that lets you discover far more than financial objectives. It will help you discover the two great motivators to action: problems to be solved and opportunities to be seized. This session will also uncover the importance of regular, all-family meetings so as to get everyone on the same page and and avoid family blowups and meltdowns.
Topics
- Understanding the difference between soft and hard issues in planning
- Overcoming objections to a Discovery Retreat
- Implementing a Discovery Retreat
- Conducting family meetings
Video
Handout
Conducting a Client Discovery Retreat / Conducting Effective Family Meetings (ESC 600)