Collaboration: Conversations with Allied Professions - AI Financial Planning Webinar скачать в хорошем качестве

Collaboration: Conversations with Allied Professions - AI Financial Planning Webinar

Unlock the benefits of true interdisciplinary collaboration with this a six‑part webinar series for estate‑planning professionals. In today’s complex estate‑planning environment, sophisticated clients expect more than technical competence—they expect seamless, coordinated, multi‑disciplinary guidance. Yet even the highest‑caliber advisers may operate in silos, unintentionally creating gaps, inefficiencies, and missed planning opportunities. This webinar series presents separate conversations with a CPA, an insurance adviser, a matrimonial attorney, an appraiser, and a financial adviser; and the developer of FP Alpha software —to demonstrate how true collaboration elevates both the client experience and the adviser’s practice. You will gain new insights on why collaboration is essential, how to implement it systematically, and strategies to promote it within your professional ecosystem. You’ll learn how to lead collaboration proactively, how to structure workflows with outside professionals, how to communicate more effectively across disciplines, and more. For more information on estate planning, including additional videos, articles and more, check out www.shenkmaneducation.com. The information presented is for educational purposes only. The video does not constitute advertising, solicitation, legal, tax, or other professional advice. The information is not represented to be correct, complete, or up to date. Tax, property and other laws change frequently and the content on this channel is not updated to reflect that. Older content may still have some educational value even if portions of it are not current.