You’re not going to live forever. With peers and experts, decide the best course on your terms
Assemble the wise counsel to increase prosperity during the building process. This group should include all or some of the following roles – legal, tax planning, auditing, IT/technology, wealth/money management, entity structuring, insurance advisory, banking. The key is to ensure you communicate clearly on your goals and that your worldview aligns with the advisors on your exit board.
- Strategy plan session
- Add world class experts to your team
- Monthly update and next step accountability calls
- Introductions to specific and ideal expertise contacts
- Arranged and escorted meetings
- Pre-conversation coaching and prep
- Post conversation debrief and planning
Attend our teaching webinar to discover if your network includes advisors with qualifications to help you effectively.