Better Results Through Better Collaboration
By David Holaday
David W. Holaday shares his insights about establishing frameworks and processes for shaping a client's individual advisors in to a smoothly function group that will work collaboratively for the mutual benefit of the client and the advisors.
When it comes to estate planning most advisors would agree that the client is best served when all key advisors collaborate together to bring their best expertise in each of their disciplines in an open and inclusive process.
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About the Purposeful Planning Institute
The Purposeful Planning Institute (PPI) is a learning center for professionals interested in mastering the Purposeful Planning process, exploring best practices for legacy families and families in business as well as cutting edge processes and techniques.
Our members are professionals from a broad spectrum and include lawyers, financial advisors, wealth managers, trust officers, planned giving experts, and psychologists, and more. This multidisciplinary virtual community exemplifies a unique spirit of professional collaboration.
To learn more about the benefits of becoming a member of the Purposeful Planning Institute visit our website.