Building Collaborative Relationships
with Like-Minded Advisors
featuring Alan Pratt
Learn proven techniques for building collaborative relationships with other like-minded advisors. Understand the importance of working as a team for the benefit of your client.
Alan will share how you can build collaborative relationships and alliances with strategic professionals into your business model. He will walk through three actual client engagements, each one resulting in profitable outcomes for every member of the advisory team.
Who should attend?
CPAs, estate attorneys, financial advisors, foundation development, and planned giving directors, wealth planners, and all involved in client-centered financial and wealth planning. Seasoned philanthropic planners to those new to the space will all find the presentation engaging and challenging
This session is pending approval for one hour CE credit for CFP®, CAP®, and IMCA designation holders. Watch this space for details.
Thursday, September 28, 2017 | 11:30 am - 1:30 pm
DoubleTree McLean Tysons
1960 Chain Bridge Road | McLean, VA 22102
AIP Members: $45 | Non-Member: $55
Space is limited, so secure your seat today!
Learn more about AiP and membership benefits here.