How to Work With Your Clients’ Other Professional Advisors (SPP 200)

Building a High Trust/High Performing Planning Team

Your success in moving your clients to actual implementation of your planning recommendations depends largely on your ability to work effectively with their other professional advisors. In this course, we give you the timing and the process for how to build a high-trust/high-performing planning team of professional advisors.


  • Assembling an effective planning team
  • Getting successful results from the planning team



Effectively Collaborating With Your Client’s Other Advisors (SPP 200)

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