Workshops

Attend This Breakthrough Workshop for Advisors Serving Business Owners and Wealthy Families

There is nothing more important to business owners and wealthy families than continually evolving to succeed in an ever changing world.  Most have learned that to be able to do this, they need competent and insightful people around them, both inside and outside their business.  They have sought out and found the best thinkers.  When facing the transitions in their business, be it sold or passed on to employees or family, they realize that this is new and uncharted waters.  They are facing many new endeavors that require different thinking and skills and advisors with a different perspective.

Building these relationships early on will enable you to be the advisor they want for their
next stage of life.

We never know what we will be facing when beginning a new engagement or when the landscape changes for our existing clients.  By developing the skills, resources and competencies to handle any level of complexity, we can be the most important resource that our client will ever have.  Few advisors are willing to pay the price or have the courage to develop this level of skill, expertise, resources and competencies.

Learn – Experience – Integrate – Do

Knowledge is not enough.  The complexity of working with multiple personalities and stakeholders requires that the knowledge is put into practice to develop confidence, refine skills and learn from interacting with others.  The 360 Practices program is designed to accomplish this, thus distinguishing itself from other workshops.

Webinars