GROWTH. TRANSFER. LEGACY.
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As a benefit for XPX members only, the Closely Held Business Affinity Group provides a forum conducive to cultivating meaningful referral relationships and fostering collaborative opportunities.
This month we will use a slightly different approach. We still want to dig deeper into how each advisor processes challenges with their clients. Instead of a group case study, we are asking each attendee to bring one client challenge that they are currently processing or a past challenge that they experienced (whether the ending result was resolved in a positive manner or not). This will be a component of a traditional case study not an entire case. We will break into small groups to process through these items. Keep in mind, our goals is to learn more about each of our practices and how we work with clients.
The cost for this meeting is $25. Members may register now.
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