Bringing Wealth Advisors Into the Mix
In a Good Way!
You will be able to:
1-2 Hours of Guided Self-Study
Purpose and Significance
Learning Objectives
Relevant Roles, Credentials, and Capabilities
Gettng Networked Locally
An Ecosystem of Herbevors and Carnivores
The Standard Approach to Advisory Boards
A Better Way
Your Allied dvisors and The Client's Current Advisors
Our Allied Advisor Board
Tapping the National Advisory Board in a Courteous Way
For you, your donors, and those you serve