Client Facilitation
August 25, 2015
Estate Planning
What Matters?
August 25, 2015

Client Partnering

$75.00

Are you able to achieve a true “team” through collaborating with a variety of professionals for your client? Are all professionals contributing intellectual property and feel more bought into the process and plan for the client? How will you achieve the goals your clients have? In this session, you will be able to work through the process of a type of Review, Design, and Implementation strategy so that you have your client's best interest in place and allow room for proper compensation for all professionals involved.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Speakers: Joseph J. Strazzeri and Stephen Mancini

Click play to watch a short video about 'Client Partnering'

Are you able to achieve a true “team” through collaborating with a variety of professionals for your client?  Are all professionals contributing intellectual property and feel more bought into the process and plan for the client?  How will you achieve the goals your clients have?  In this session, you will be able to work through the process of a type of Review, Design, and Implementation strategy so that you have your client’s best interest in place and allow room for proper compensation for all professionals involved.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Speakers:  Joseph J. Strazzeri and Stephen Mancini

Click play to watch a short video about ‘Client Partnering’