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XPX Philadelphia Bucks County Event - Stepping Into the Void: Options for Helping Clients (and Prospects) Who Don't Know What They Don't Know

  • August 28, 2019
  • 8:00 AM - 9:30 AM
  • UBS Financial Services Inc. 411 South State Street, Floor 2, Newtown PA 18940


When was the last time you heard, "I just need a simple agreement; or a quick review of my balance sheet, or 10 minutes of advice on how to address an employee concern?; only to find that - "simple" means restructuring the entire operating agreement, your client's entire financial recording keeping system is contained in a shoebox, or the employee concern may result in a class-action lawsuit.

Like us, you are undoubtedly called upon to help clients who don't-know-what-they-don't-know. What are your success strategies for bridging these gaps? What have you learned from your experiences that could help others? What secret wisdom would you like from your fellow XPXers? This is your opportunity to share your experiences and learn from (and about) others.

Our Speaker:

Laura Kellers Queen,Ed.D. - Founder and CEO of 29Bison, Bio.

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