Description:
Join us on Tuesday, March 25 at 4:00 PM ET for an engaging webinar with Capitaliz President, Jared Johnson. This session will emphasize the essential role of collaboration in the 21-step exit planning process, illustrating how various types of advisors contribute at different stages.
Key Takeaways:
- Shift your mindset from the traditional roles associated with advisor type, to roles that emphasize your desired contribution—whether as a contributor, builder, or leader within your team.
- Discover the specific functions associated with each role and discover Capitaliz tools that can enhance your effectiveness in these capacities.
- Understand the value of integrating a proven planning process that supports you at every client engagement stage, along with strategies to confidently showcase the value of your advice through insightful data and recommendations.
Don’t miss this opportunity to redefine your role and win high-value, long-term planning engagements.
CLICK HERE TO REGISTER
