Grow and expand your practice. Determining your role in business succession planning, and then clearly conveying that to your referral sources, prospects, and current clients is the key to attracting the right advisors and clients as well as solidifying engagements and long-lasting relationships. But given your clients’ complexity of needs, what professional gaps do you need filled to find/engage these clients, maintain your role, and be successful? Joe and Shelley will help you narrow the playing field and gain some valuable language, tools, insights, and methodology about Advanced Tax Planning and Value Acceleration work (utilizing the Law Firm of Strazzeri Mancini and The Founders Group processes as examples). Obtain access to an online tool for you and your team to take a frank look at your practice, compare notes, and decide how to Elevate Your A-Game.
